Open Role
Associate Wealth Protection Strategist
Licensed life and annuity producer · Independent · Remote and DFW
What you’ll do
- Guide business owners through the Carlisle Method: Discover, Design, Implement, Review
- Build continuity, exit income and legacy plans in partnership with clients’ CPAs and attorneys
- Develop referral relationships with professional advisors
- Grow your own book, with the opportunity to build a team
What you bring
- An active life and health license, or the drive to earn one
- Experience with business owners, finance or professional services preferred
- Integrity, discipline and a long-term mindset
Why Edward Carlisle & Co.
- Independent: access to leading, highly rated carriers
- A defined niche, process and brand that open doors
- Training, mentorship and a clear path to agency ownership