Applicants

A significant percentage of the current financial services workforce is expected to retire in the next few years and there is a shortage of applicants for the positions available.  Industry sources say the most difficult positions to fill are: Actuarial, Analytics, Claims, Compliance, Executive, Product Management, Sales, Marketing, Technology, and Underwriting.  From our platform, you can introduce yourself directly to recruiters who will contact you if they have openings.  We can also arrange for you a personal introduction with recruiters and employers.  You’ll save time not having to repeat dozens of applications on different financial services employer websites.  What does this mean for you?  Real Opportunity.

 
 
 

Private Introductions

We will privately introduce you to employers who have open positions in your area.  We know just about every insurance and financial services employer in town.  Begin by searching our Featured Recruiters and Employer Snapshots, or submit your  Applicant resume.  Let us help you get connected.

 

Scholarship Example:
" Our financial advisor position requires you to complete the Securities Industry Essentials online course and examination. We offer an Education Scholarship of $225 if you complete this requirement within 30 days of contracting. Eligibility is explained during the interview process.”

- XYZ Advisors, Charlotte, NC

Scholarship Example:
" A property & casualty and life & health insurance license is required. We offer a $495 Education Scholarship if you have completed the education and exams within 60 days prior to starting date.”

- QRS Agency, Sacramento, CA

 

Applicant FAQ

No, there is no cost to apply with recruiters or be introduced to employers.
No, your submission with us is private and your resume is used only per your request to connect you with prospective employers.
We encourage you to apply to all of the featured recruiters and employer snapshots which you determine you would like to be introduced to.
Each featured recruiter responds to applicants using criteria that is unique and different. When you apply to a specific employer SnapShot, we will follow up with you to gain a better understanding of your background and goals before making the employer introduction on your behalf.

Wheatberri Scholarships

If you are applying for customer facing positions (agent, advisor, customer service) the employer may require you to obtain an insurance and/or securities license.  Applicants who have started or completed their licensing course and exams prior to initiating the interview process are in high demand.  You may access these courses on your own, which are offered by our affiliate A.D. Banker & Company, by going to Get License, or Contact Us to apply for Wheatberri Scholarships.

 

Insurance licenses are issued by the state of your residence and include Life, Health, Property, Casualty, or Personal Lines. Insurance licenses are personal and yours to you keep as long as you want, even if you change employers later on.

 

Securities (finra) licenses begin with the Securities Industry Essentials (SIE) course and exam. Then, once employer-affiliated, you may obtain one or more of Series 6, 7, 63, 65, or 66.

Insurance Continuing Education?

If you are already a licensed insurance producer, check out the industry-leading CE Webinars and Online Courses offered by our affiliate A.D. Banker & Company to meet your next renewal.