Becoming a licensed Financial, Insurance, or Investment Broker
A licensed Broker helps individuals, families, and business owners find the services, insurance, and investments needed to meet their needs and reach their goals. As a licensed Broker, you build your own business with the support of a team, tools, and systems designed to help you grow.
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Wealth Haven Financial & Insurance Group, PLLC.
Agency NPN: 21303454
Phone: 1-888-274-7033 option 0
E-Mail: [email protected]
Agency Website: www.wealthhavenfig.com/
Becoming a licensed Financial, Insurance, or Investment Broker
A licensed Broker helps individuals, families, and business owners find the services, insurance, and investments needed to meet their needs and reach their goals. As a licensed Broker, you build your own business with the support of a team, tools, and systems designed to help you grow.
Why Join Us?
You bring the drive. We bring the structure to help you win.
Top-Quality Leads
You’ll get access to leads that are ready to talk.
Clear Systems
Work with a structure that keeps things simple and focused.
Guidance & Training
You’re never alone. From day one, we’re here to help you move forward.
This is where your Financial, Insurance, or Investment career turns into a real business.
How It Works
Becoming a licensed Broker is simple, and we’ll walk with you through every step.
1. Submit Your Application
Tell us a bit about yourself and your background.
2. Book an Interview
If it looks like a fit, we’ll invite you to a brief chat to go over the details. You can book a phone interview here: My Phone Interview
3. Get Onboarded
Join our team, complete training, and start receiving leads and support.
Your path to a high-impact, high-reward career starts here.
Why Become a Financial, Insurance, or Investment Broker?
A role as a Financial Service, Insurance, or Investment Broker offers a meaningful path with real opportunity.
Here’s why many people choose it:
Always In Demand
Insurance, Financial Services, & Investments are essential for individuals, families, and business owners so the need for Brokers stays steady. It’s a dependable and lasting career path.
Purpose-Driven Work
You get to make a real impact by helping people protect what matters. It’s work that feels meaningful and rewarding.
Scalable Income
Your earnings grow with your effort and consistency over time. The more consistent you are, the more potential you unlock.
Flexibility
Many brokers value having control over their schedule. It allows you to work in a way that suits your lifestyle and personal goals. Whether part-time or full-time, you have room to create balance and build at your own pace.
Supportive Teams
You’ll be backed by tools, training, and real people who want you to succeed. From mentorship to systems that simplify your day-to-day, you're surrounded by a community that helps you stay focused and confident as you grow.
Why Join Us?
You bring the drive. We bring the structure to help you win.
Top-Quality Leads
You’ll get access to leads that are ready to talk.
Clear Systems
Work with a structure that keeps things simple and focused.
Guidance & Training
You’re never alone. From day one, we’re here to help you move forward.
This is where your Financial, Insurance, or Investment career turns into a real business.
How It Works
Becoming a licensed Broker is simple, and we’ll walk with you through every step.
1. Submit Your Application
Tell us a bit about yourself and your background.
2. Book an Interview
If it looks like a fit, we’ll invite you to a brief chat to go over the details. You can book your phone interview here: My Phone Interview
3. Get Onboarded
Join our team, complete training, and start receiving leads and support.
Your path to a high-impact, high-reward career starts here.
Why Become a Financial, Insurance, or Investment Broker?
A role as a Financial Service, Insurance, or Investment Broker offers a meaningful path with real opportunity. Here’s why many people choose it:
Always In Demand
Insurance, Financial Services, & Investments are essential for individuals, families, and business owners so the need for Brokers stays steady. It’s a dependable and lasting career path.
Purpose-Driven Work
You get to make a real impact by helping people protect what matters. It’s work that feels meaningful and rewarding.
Scalable Income
Your earnings grow with your effort and consistency over time. The more consistent you are, the more potential you unlock.
Flexibility
Many brokers value having control over their schedule. It allows you to work in a way that suits your lifestyle and personal goals. Whether part-time or full-time, you have room to create balance and build at your own pace.
Supportive Teams
You’ll be backed by tools, training, and real people who want you to succeed. From mentorship to systems that simplify your day-to-day, you're surrounded by a community that helps you stay focused and confident as you grow.
More Info
Important Questions
What Does the Application Process Look Like?
After submitting your application, we’ll review your information and reach out if it looks like a good fit. From there, we may invite you to a short interview to learn more.
Do I Need Experience to Apply?
Not necessarily. While experience is helpful, we welcome individuals who are motivated, coachable, and ready to learn. Training and support are available if you’re new to the industry.
Is This a Remote or In-Person Opportunity?
The role can often be done remotely, depending on your location and licensing requirements. We’ll provide details during the interview process.
How Soon Can I Get Started?
Once your application is approved and onboarding is complete, you can begin right away. Licensed agents may start faster, while unlicensed candidates may begin training first.
Will I Receive Support and Training?
Yes. We provide structured training, ongoing mentorship, and access to systems and tools to help you succeed at every stage of your career.
More Info
Important Questions
What Does the Application Process Look Like?
After submitting your application, we’ll review your information and reach out if it looks like a good fit. From there, we may invite you to a short interview to learn more.
Do I Need Experience to Apply?
Not necessarily. While experience is helpful, we welcome individuals who are motivated, coachable, and ready to learn. Training and support are available if you’re new to the industry.
Is This a Remote or In-Person Opportunity?
The role can often be done remotely, depending on your location and licensing requirements. We’ll provide details during the interview process.
How Soon Can I Get Started?
Once your application is approved and onboarding is complete, you can begin right away. Licensed agents may start faster, while unlicensed candidates may begin training first.
Will I Receive Support and Training?
Yes. We provide structured training, ongoing mentorship, and access to systems and tools to help you succeed at every stage of your career.
Looking for Purpose-Driven Work With Real Rewards?
Looking for Purpose-Driven Work With Real Rewards?
Agency NPN: 21303454
Wealth Haven Financial & Insurance Group, PLLC is committed to supporting you at the highest level in your insurance, Investment, Mortgage, or Financial Service career journey.
Follow Us On Social Media
Company
Directories
Legal
Agency NPN: 21303454
Wealth Haven Financial & Insurance Group, PLLC is committed to supporting you at the highest level in your insurance career journey.
Phone: 1-888-274-7033 option 0
E-Mail: [email protected]
Agency Website: www.wealthhavenfig.com/
Company
Directories
Legal