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.
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.
- XYZ Advisors, Charlotte, NC
- QRS Agency, Sacramento, CA
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.