Job Description
Licensed Life Insurance Sales Agent – Career Track to Financial Advisor
Already licensed in life insurance and looking to expand your career?
At Texas National Financial Group (TNFG), we offer more than just an agency — we provide a strategic path from licensed agent to full-service financial advisor. Backed by our partnership with National Life Group, we help experienced agents take the next step with the tools, mentorship, and platform to build lasting success in financial services.
Whether you’re looking to increase your income, offer more holistic planning, or move toward securities registration, we’re here to help you grow with purpose.
Our work environment requires occasional in-office presence, so candidates must be local to Phoenix, AZ.
Responsibilities:
WHAT YOU’LL DO:
• Work your network and community to identify client needs
• Provide goal-based life insurance and protection solutions
• Deliver expert guidance through applications, underwriting, and follow-ups
• Deepen client relationships and expand into broader planning conversations
• Leverage our internal support and mentorship to grow your business
• Prepare for and pursue your securities registrations with our sponsorship
YOUR CAREER ROADMAP: We help licensed professionals transition from insurance to full-service advisory:
• Build on Your License – Hit the ground running with sales support and mentorship
• Sharpen Your Skills – Access coaching to elevate prospecting and closing
• Expand Your Offerings – Prepare for Series 6, 63, 65, or 7/66 with our backing
• Become an Advisor – Offer investments, retirement planning, and more
• Lead and Grow – Build your team and coach the next generation
WHAT WE OFFER: • Upside commission-based compensation
• Bonus structures, team incentives, and paid training
• Sponsorship for securities exams and registrations
• Flexible work model: hybrid, remote, or in-office
• Health, dental, and retirement benefits are available
• Access to advanced markets, wealth partnerships, and top-tier training
Qualifications:
WHO THIS IS FOR: • Already licensed in life insurance (Texas or other)
• Ready to level up your income, expertise, and impact
• Interested in expanding into investments and financial advisory
• Entrepreneurial with a drive for growth and long-term vision
About Company:
Why This Role Matters
This role offers more than just stability — it’s a chance to be a key part of an elite-level practice that’s growing fast. You’ll have the autonomy to make a real impact and the mentorship of someone who’s been at the top of the industry for nearly three decades.
To Apply:
Please submit the following to [Insert Application Email or Portal]:
Your resume (PDF)A short cover letter answering the following: What drives you to grow professionally and personally?
Why do you believe you're the right fit for this opportunity?
We’re looking for someone who’s not just qualified, but excited to take on a meaningful role in a fast-paced, purpose-driven environment. If that sounds like you — we can’t wait to meet you.
Job Tags
Local area, Remote job, Flexible hours,
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