Financial Strategists New york | Taurus Financial Services

careers

Become a Financial and Health Insurance Professional

Whether you are starting out or already licensed and looking for the right organization, we would be glad to talk. We help people begin a rewarding career in an industry that genuinely needs them.

See Licensing Requirements

TWO WAYS IN

Where are you starting from?

The conversation looks different depending on where you are today. Both start the same way, with a meeting.

NEW TO THE INDUSTRY

You are interested but not licensed yet

If a career in financial services or health insurance appeals to you and you are not sure where to begin, that is a normal place to start. Most people in this industry started exactly there.

We explain what your state actually requires
We walk you through the licensing steps in order
We talk honestly about what the work involves day to day
If it is a fit, we help you begin

ALREADY LICENSED

You hold a license and want to be appointed

We recruit, interview, and select a small number of agents with the right qualities to join the organization. If that sounds like what you are looking for, get in touch, and we will schedule a meeting to go through the steps.

A conversation about what you are looking for
An interview, both directions
The appointment process explained clearly
A decision that suits both sides

WHAT WE LOOK FOR

The qualities that matter here

Licensing can be taught. These are harder to teach, so they matter more.

Integrity

You are advising people on money that took them years to earn. Doing right by them has to come before closing anything.

Patience to teach

Most of this work is explaining. If you enjoy making a complicated thing simple for someone, you will do well.

Self-direction

Nobody stands over you. The people who thrive here set their own pace and keep to it.

Genuine interest in people

You are advising people on money that took them years to earn. Doing right by them has to come before closing anything.

the process

How it works from here

1. You get in touch

Fill in the form below or call us. Tell us whether you are already licensed and what you are looking for.

2. We schedule a meeting

A real conversation about the industry, the work, and whether it suits you. No obligation on either side.

3. Licensing or appointment

If you are not licensed, we walk you through the steps your state requires. If you are, we go through the appointment process.

4. You get started

Once everything is in place, you begin with support from people who have done this a long time.

licensing

Understanding the requirements

Check what your state requires

Licensing rules are set state by state and they change. Rather than give you a list that goes out of date, we point people to StateRequirement, which keeps current requirements for every state in one place. Have a look, then bring your questions to the meeting.