Insurance, Investment, & Financial Service

Careers

A Future You Can Build With the Right Support

Wealth Haven Financial & Insurance Group, PLLC

Insurance Careers

A Future You Can Build With the Right Support

You’ve built skills. Now build your future. Join a team that delivers qualified leads, full training, advanced tools, and ongoing support so you can focus on what you do best — helping people achieve their financial, insurance, and investment goals.
To schedule your phone interview click this link:
My Phone Interview

Basic Requirements:

1. Must be at least 18 years of age or older.
2. Must be a United States Citizen.
3. Must be willing to go through and pass a background check (No Felonies).
4. Must be willing to get fingerprinted. It's a State licensing requirement.
5. Must be willing to attain and maintain (E&O) Errors and Ommissions insurance on yourself.
6. Must be willing to go through and attain Anti-Money Laundering certification.
7. Must be willing to take and pass the neccessary State licensing Exam for the respective licenses you wish to attain.

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You’ve built skills. Now build your future. Join a Winning team that delivers qualified leads, full training, advanced tools, and ongoing support so you can focus on what you do best — helping people achieve their financial, investment, and insurance goals. To schedule your phone interview click this link: My Phone Interview

Basic Requirements:

1. Must be at least 18 years of age or older.
2. Must be a United States Citizen.
3. Must be willing to go through and pass a background check
4. Must be willing to get fingerprinted. It's a State licensing requirement.
5. Must be willing to attain and maintain (E&O) insurance on yourself.
6. Must be willing to go through and attain Anti-Money Laundering Certification.
7. Must be willing to take and pass the neccessary State licensing exam for the respective licenses you wish to attain.


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Join a Team That

Invests in You

Wealth Haven Financial & Insurance Group, PLLC.

Cory St Etienne | Owner & President

Licensed Life, Health, & Investment Broker

At Wealth Haven Financial & Insurance Group, PLLC. We strive and work hard to ensure everyone gets the help, support, guidance, and training needed to succeed and achieve their career and personal goals with confidence.

Cory St Etienne

Owner & President
Wealth Haven Financial & Insurance Group, PLLC.

About Us

Join a Team That

Invests in You

At Wealth Haven Financial & Insurance Group, PLLC. We strive and work hard to make sure you are sucessful and achieve your career and personal goals. We invest in you regarding your training, opportunities, career and personal growth to ensure you succeed and achieve your goals.

Everything You Need To Succeed

At A Glance

Why Become a licensed Financial, Insurance, or Investment Broker?

Becoming a Licensed Broker gives you the opportunity to build a career with purpose, flexibility, and strong earning potential. Serve real people while growing your own book of business or, build your own agency.

What You’ll Get With Us

When you join our team, you gain access to top-tier leads, powerful systems, mentorship, and training designed to help you succeed. No guesswork. No limits.

Everything You

Need To Succeed At A Glance

Why Become a licensed Financial, Insurance, or Investment Broker?

Becoming a licensed broker gives you the opportunity to build a career with purpose, flexibility, and strong earning potential. Serve real people while growing your own business.

What You’ll Get With Us

When you join our team, you gain access to top-tier leads, powerful systems, mentorship, and training designed to help you succeed. No guesswork. No limits.

Help People.

Build a Career.

Join a high-performance team that makes a difference

Career Licenses You Can Attain

Life Insurance License &
Life Settlement

Allows you as a licensed broker to offer clients the following:

1. Life Insurance
(Term, Whole Life, Indexed Universal Life, etc.)

2. Life Settlements (Viaticals)

3. Fixed Annuities

Health Insurance License

Allows you as a licensed broker to offer clients the following:

1. Individual Health Insurance Plan's (ACA).

2. Medicare Advantage Plans.

3. Medicare Supplemental Plans.

4. Long Term Care Plans (LTC).

5. Ancillary products.
(Dental, Vision, Hospital Indemnity,
Critical Illness, etc.)

Investment License's
(Series 6, 7, 26, 54, 66)

Allows you as a licensed broker to offer clients the following:

Through your FINRA.org Registered Broker Dealer. Abilities depend on license attained.

1. Mutual Funds & ETF's

2. Managed Accounts

3. 401K Plans

4. IRA's & Roth IRA's

5. 529 College Savings Plans

6. Fixed & Variable Annuities

7. Stock trading & Fee Based advising

Mortgage License

Allows you the NMLS Licensed broker to offer clients the following:

1. First Time Home Buyer Loans.

2. Conventional Mortgages.

3. Mortgage Refinancing.

4. FHA Loans.

5. VA Loans.

6. Jumbo Loans.

7. Corporate Mortgage Loans.

Travel Agent License

Allows you as a Licensed Travel Agent to offer clients the following:

1. Travel Deals & Packages

2. Airline, Hotel, Resort, & Cruise Bookings.

3. Airline, Hotel, & Cruise Discounts.

4. Special Travel Offers.

P&C License

Allows you as a Licensed Broker to offer clients the following:

1. Auto, Boat, Motor Bike, & Aircraft Insurance.

2. Home Owners Insurance

3. Business Insurance

Business Loan & Service Broker

Allows you as a certified Broker to offer the following:

1. Business Funding and Loans.

2. Business Services
(Credit Card Processing etc.)

3. Payroll Services.

4. HR Services.

5. Benefit Plans.

To apply for this opportunity click here:
Recruiting site - David Allen Capital, Inc

Help People & Build a Career.

Join a high-performance team that makes a difference

career Licenses you Can Attain

Life Insurance License &
Life Settlement

Allows you as a licensed broker to offer the following:
1. Life Insurance
(Term, Whole Life, Indexed Universal Life, etc.)
2. Life Settlements (Viaticals)
3.. Fixed Annuities

Health Insurance License

Allows you as a licensed broker to offer the following:
1. Individual Health Insurance Plan's (ACA)

2. Medicare Advantage Plans.
3. Medicare Supplemental Plans.
4. Long Term Care Plans (LTC)
5. Annsulary Ancillary products
(Dental, Vision, Hospital Indemnity, Critical Illness, etc.)

Investment License's
(Series 6, 7, 26, 54, 66)

Allows you as a licensed broker to offer the following: through your FINRA.org Registered Broker Dealer:
1. Mutual Funds
2. Managed Accounts
3. 401K Plans
4. IRA's & Roth IRA's
5. 529 College Savings Plans
6. Fixed & Variable Annuities

7. Wealth Management
8. Stock trading and fee based advising based on license

Mortgage License

Allows you the NMLS Licensed broker to offer the following:
1. First Time Home Buyer Loans.
2. Conventional Mortgages.
3. Mortgage Refinancing.
4. FHA Loans.
5. VA Loans.
6. Jumbo Loans.
7. Corporate Mortgage Loans.

Travel Agent License

Allows you as a Licensed Travel Agent to offer the following:
1. Travel Deals & Packages
2. Airline, Hotel, Resort, & Cruise Bookings.
3. Airline, Hotel, & Cruise Discounts.
4. Special Travel Offers.

P&C License

Allows you as a Licensed Broker to offer the following:
1. Auto, Boat, Motor Bike, & Aircraft Insurance.
2. Home Owners Insurance
3. Business Insurance

Business Loan and Service Broker

Allows you as a certified Broker to offer the following:
1. Business Funding and Loans.
2. Business Services, (Credit Card Processing etc.)
3. Payroll Services.
4. HR Services.
5. Benefit Plans.

To apply for this opportunity through our Partner (DAC)
click here: Recruiting site - David Allen Capital, Inc

More Info

Important Questions

What Does the Application Process Look Like?

After submitting your application, we’ll review your information and reach out to you. 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.

Phone: 1-888-274-7033 Option 0
E-Mail: [email protected]
Website: www.wealthhavenfig.com/

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Directories

Agency NPN: 21303454

Wealth Haven Financial & Insurance Group, PLLC is committed to supporting you at the highest level in your insurance & Financial Service career journey.

Phone: 1-888-274-7033 option 0
E-Mail: [email protected]

Agency Website: www.wealthhavenfig.com/

Follow Us On Social Media

Directories