Careers

Join our Group

Our clients include individuals, families, executives, physicians and business owners. We work in teams and frequently work with professionals in the financial services, accounting, and legal areas where necessary. The foundation for our work is a clear understanding of our clients' values, goals and expectations.

We build clients through relationships and focused educational programs designed to meet the markets we serve.

We pride ourselves on providing career opportunities that offer professional growth that capitalizes upon use of new technology and each associate’s strength. Unlike other firms in which agents work individually you are a member of a team.

Experienced Agents

Due to the rapid growth of our organization, we seek energetic individuals interested in moving their practice to the next level. We are looking for agents with three plus years of experience in the fields of life insurance, investments or financial planning. Our offices are located in South Burlington, VT and New York City, NY. Applicants would preferably come from either of these areas. However, through the use of technology we serve the needs of clients in over 17 states. We are open to work with associates at a distance in key market areas. You can earn competitive income and benefits based upon your qualifications and experience. E-mail us your resume.

Internship

In addition to our full-time positions, we offer college students internship positions with flexible schedules. If you have interest in the financial services industry, we provide a great opportunity to learn the ropes from the ground level. Although prior experience and certification is a plus, it is not a prerequisite. We are simply looking for hard-working individuals who are excited about a new opportunity. Interns can qualify to be sponsored to be licensed in life, health and securities. E-mail us your resume.