We are a unique and dynamic firm that works almost exclusively online and has offices in The Woodlands and Katy, Texas, as well as Portland, Oregon.  We also have partners in Lawrence Kansas and San Francisco, California. Therefore, we are excited to find individuals who can work in any area within the US, and have the same professional ethics and values as us.

We are committed to developing your skills and talents, whether you are a recent college graduate or a professional with years of experience. This is not just a job — it’s a career. You will become part of the big vision for our company while at the same controlling the pace of your career. Because you will be an independent agent, you can set your schedule and desired number of hours per week.

Necessary Qualifications

  • Willingness to adhere to the golden rule by ALWAYS putting the client’s best interest first
  • Excitement and commitment to helping families obtain financial freedom
  • Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
  • Excellent written and verbal communication skills
  • Strong computer software skills, including intermediate knowledge of Microsoft Excel

Please submit resumes and cover letters to If you are located outside of the Houston area, initial interviews will be held online. Upon advancement in the interview process, college transcripts and professional references are required.