UNKNOWN

FEED

OTHER

W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification per 26 CFR 31.3121(d)-1, Form W-2 Box 13 "Statutory employee" checked) — Commission-Based Compensation (The statutory-employee designation attaches to the life insurance company for which the agent's principal business activity is solicitation of life insurance or annuity contracts — here, National Life Group (A+ AM Best). Per the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), May 2024, for SOC 13-2052 (Personal Financial Advisors, national, including commissions and production bonuses): 10th percentile $49,990; median $102,140; 75th percentile $172,540; 90th percentile top-coded at $239,200 or higher; mean annual wage $160,210.

Alternate titles: Senior Financial Advisor Arizona · Wealth Advisor Phoenix Tucson · Financial Planner AZLocation: Phoenix, AZ · Tucson, AZ · Scottsdale, AZ · Mesa, AZ · Chandler, AZ · Gilbert, AZ · Flagstaff, AZ · Lake Havasu City, AZ · Prescott, AZ · Yuma, AZ · Sierra Vista, AZ Employment Type: W-2 Statutory Employee of National Life Group (Internal Revenue Code §3121(d)(3)(B) — full-time life insurance salesperson classification per 26 CFR 31.3121(d)-1, Form W-2 Box 13 "Statutory employee" checked) — Commission-Based Compensation (The statutory-employee designation attaches to the life insurance company for which the agent's principal business activity is solicitation of life insurance or annuity contracts — here, National Life Group (A+ AM Best). NLG issues the Form W-2 and checks Box 13. Social Security and Medicare (FICA) taxes are withheld from commission payments, with the employer matching share paid by NLG. Federal income tax is typically not withheld (paid via quarterly estimated tax). Income and business expenses are reported on IRS Schedule C — advisors retain the ability to deduct ordinary and necessary business expenses directly against commission income. WealthBridge Financial Group is the General Agency under which advisors are affiliated, providing infrastructure, training, override compensation, and access to the agency-provided benefits package (health, dental, vision, 401(k), pension contributions, life insurance, continuing-license sponsorship). Compensation is entirely commission-based with no guaranteed base salary; advisors retain 100% ownership of their book of business.) About WealthBridge Financial Group: WealthBridge Financial Group is a wealth management firm with over 175 years of history helping clients navigate life's financial complexities with confidence and clarity. Our mission: To Do Good — in our communities and for the families we serve.We Are Change Navigators. Specialties: Premium Financing, Digital Marketing, CPA Alliances, Advanced Planning. We are expanding across Arizona. Backed by National Life Group (A+ AM Best); securities and investment advisory services through Equity Services, Inc. (FINRA/SIPC). People. Impact. Outcome. · wealthbridgefg.comThe Opportunity: Arizona captive and semi-captive firms operate on compensation structures and product shelves that haven't kept pace with the industry. We're a growing independent practice with a direct path for experienced Arizona professionals to move their book, retain 100% portability, and add a team-override compensation layer. We are selective. We respect any contractual obligations you have to your current firm. Decisions within 14 21 days after completion of your legal review. End-to-end contract-to-first-production timeline typically 30–45 days, reflecting FINRA Form U5 release from your prior firm and background-check processing. How WealthBridge compares to AZ alternatives:<ul><li>vs. Northwestern Mutual Phoenix / New York Life Tucson / other captive firms: Full book portability, open product shelf, higher-tier compensation structure. </li><li>vs. Edward Jones / LPL / Commonwealth (independent B-D): Direct NLG appointment access at higher-tier compensation, plus Premium Finance infrastructure. </li><li>vs. local RIA (fee-only): Insurance and annuity market access, multi-carrier product shelf, and advisory through ESI. </li></ul>What you gain: <ul><li>Industry-leading, production-tiered compensation. </li><li>100% book portability. </li><li>Team override on First-Year Commissions (FYC). </li><li>NLG (A+), plus multi-carrier open architecture for product fit. </li><li>Transition bonus negotiated case-by-case. </li><li>Advanced Markets, Premium Finance, Planning & Design. </li><li>Clear Managing Director path. </li><li>Multi-state reciprocity — your AZ resident license extends by non-resident reciprocity to CA, CO, NV, NM, TX, and beyond as your clients and snowbird relationships evolve. </li></ul>Representative scenarios for discussion during Discovery: <ul><li>Solo producer: compensation positioned at the industry-leading payout tier based on your annual production. </li><li>Producer with a developed team: personal compensation layered with FYC-based override income on team production. </li><li>Producer building toward Managing Director: personal compensation, FYC-based team override, and the additional MD compensation layer. Specific figures are reviewed with candidates based on individual book size, product mix, persistency, and contract terms.</li></ul>Industry compensation reference: Per the U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics (OEWS), May 2024, for SOC 13-2052 (Personal Financial Advisors, national, including commissions and production bonuses): 10th percentile $49,990; median $102,140; 75th percentile $172,540; 90th percentile top-coded at $239,200 or higher; mean annual wage $160,210. Arizona state-level estimates are available at bls.gov/oes; Arizona earnings for this occupation typically fall near the national distribution. New advisors begin in the lower portion of the range during licensing and ramp (months 1–12) and scale as activity, persistency, and book development compound. Source: U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2024. WealthBridge firm-wide good-faith earnings estimate (commission-based, 1099): WealthBridge Financial Group's currently-live New York entry-level Workable posting discloses a good-faith range of $80,000 to $115,000 yearly for first-year new associates. This is the firm's pay-transparency disclosure for new associates; it represents an earnings estimate (not a salary) for commission-based 1099 broker affiliated production. New advisors typically begin in the lower portion of the range during the licensing and ramp period (commonly months 1–12) and scale up as activity, persistency, and book development compound. As 1099 independent contractors, new associates are responsible for their own health insurance, retirement savings, and self-employment taxes; WealthBridge provides the carrier platform, training, mentorship, and required-license sponsorship. How to apply: Apply through this post or schedule up to a 1-hour conversation with the regional Managing Director's scheduling link. Direct scheduling link: <a class="external" href="https://calendly.com/mwpenn94" rel="nofollow noreferrer noopener">https://calendly.com/mwpenn94</a>Every application receives a response within 5 business days.Securities and investment advisory services offered through Equity Services, Inc., Member FINRA/ SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. WealthBridge Financial Group is independent of Equity Services, Inc.This is a W-2 Statutory Employee of National Life Group opportunity (Internal Revenue Code §3121(d)(3) (B) — full-time life insurance salesperson classification per 26 CFR 31.3121(d)-1, Form W-2 Box 13 checked). Compensation is entirely commission-based with no guaranteed base salary. FICA is withheld from commission payments by National Life Group with the employer-matching share paid by NLG; income and business expenses are reported on Schedule C. WealthBridge Financial Group serves as the General Agency, and affiliated advisors have access to the WealthBridge agency-provided benefits package (health, dental, vision, 401(k), pension contributions, life insurance, continuing-license sponsorship). Actual earnings depend on production, persistency, market conditions, and contract terms. Any compensation references are illustrative and not guarantees of future earnings.WealthBridge Financial Group is an equal opportunity organization and does not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law. All candidates must pass a background check and fingerprinting as required by state insurance regulators and FINRA. Securities registration requires filing Form U4 with disclosure of prior regulatory, criminal, and financial history. People. Impact. Outcome. · wealthbridgefg.comRequirements<ul><li>Active Arizona Life & Health insurance license. </li><li>Series 6/7 + 63/66 preferred. </li><li>3+ years of financial services or insurance experience, or equivalent production track record. </li><li>Established Arizona client relationships and production history. </li><li>Entrepreneurial mindset. </li><li>No binding non-solicitation, or clear timeline for expiration. </li><li>Ready to decide within 14–21 days after legal review.</li><li>The 5-step evaluation: Discovery WealthBridge overview (NDA available) Senior leadership intro Business plan review Decision and offer. 14–21 days. Fully confidential.</li></ul>BenefitsWealthBridge platform support for associates: <ul><li>Training allowance and performance-based incentives. </li><li>Sponsorship for required licenses and continuous training. </li><li>Flexible schedule with strong work-life balance. </li><li>Industry-leading, production-tiered compensation structure with transparent tier progression. </li><li>4-week intensive joint-field training with leadership. </li><li>100% book portability from day one. Access to NLG (A+) and a broad multi-carrier shelf for product fit. </li><li>Premium Finance team, Advanced Markets, ESI Illuminations (FMAX/Fidelity), Planning & Design department. Team override on First-Year Commissions (FYC) as you develop junior advisors. </li><li>Clear Associate Senior Associate Managing Director career path.</li></ul>

WealthBridge Financial Group

Experienced Financial Advisor - Independent Platform, Full Book Portability

Annuities

Background Investigation

Brokerage

Business Plan

Certified Public Accountant (CPA)

Check Processing

Code of Federal Regulations

Commission Spend

Contract Requirements

Customer Relations

Customer Support/Service

Entrepreneurship

Expense Reports

Federal Tax

Finance

Financial Planning

Financial Services

Health Insurance

Income Tax

Insurance

Insurance Sales

Investment Services

Leadership

Legal

Licensing

Life Insurance

Medicare

Mentoring

Online Marketing

Production Control

Rich Internet Application (RIA)

Securities Investments

Series 6

Tax Planning

Time Management

Wealth Management

Workable

FULL_TIME

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.

YEAR

DescriptionJob Description:<div>Title: Account Associate - Commercial Lines </div><div><div><div><div><div><div><div><div><div>Work Mode: Remote | Location/Supporting: Longwood, FL | Book Focus: General Book, SBU   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations   About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues.   Key Responsibilities: <ul><li>Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. </li></ul><ul><li>Office Support: Assist with general office tasks and administration. </li></ul><ul><li>Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. </li></ul><ul><li>Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. </li></ul><ul><li>Data Management: Maintain accurate and up-to-date data in agency systems. </li></ul><ul><li>Activity Monitoring: Ensure timely completion of tasks and activities. </li></ul><ul><li>Communication: Keep the account team informed of workload status and any issues. </li></ul><ul><li>Service Excellence: Provide proactive and responsive service. </li></ul><ul><li>Performance Monitoring: Ensure productivity and quality standards are met. </li></ul><ul><li>Promote Culture: Participate in team building and promote a positive work environment. </li></ul><ul><li>Continuous Improvement: Seek and adopt best practices. </li></ul><ul><li>Compliance: Stay updated on company policies and procedures. </li></ul><ul><li>Professional Development: Enhance technical skills and industry knowledge. </li></ul><ul><li>Relationship Building: Foster positive relationships with colleagues and leadership. </li></ul><ul><li>Champion IOA Values: Demonstrate integrity and leadership. </li></ul>  Ideal Candidate Qualifications: <ul><li>2+ years of industry experience, OR 5+ years of related experience in customer service </li></ul><ul><li>Thorough knowledge of insurance brokerage and client needs </li></ul><ul><li>Required active licensing </li></ul><ul><li>Strong analytical, problem-solving, and decision-making skills </li></ul><ul><li>Exceptional customer service, communications. multitasking, and organizational skills </li></ul><ul><li>Proficiency in MS Office (Outlook, Word, Excel) </li></ul><ul><li>High School Diploma (or equivalent) </li></ul>  What We Offer: <ul><li>Competitive salaries and bonus potential </li></ul><ul><li>Company-paid health insurance </li></ul><ul><li>Paid holidays, vacations, and sick time </li></ul><ul><li>401K with employer match </li></ul><ul><li>Professional growth and career progression opportunities </li></ul><ul><li>Respectful culture and work/family life balance </li></ul><ul><li>Community service commitment </li></ul><ul><li>Supportive teammates and a rewarding work environment </li></ul>  What to Expect (Application Process): <ul><li>30-Minute Phone Screen, Online Assessments, and Interview(s) </li></ul></div></div></div></div></div></div></div></div></div>Salary RangeThe expected pay range for this position is 50-60K annually, depending on experience, relevant skills, and geographic location.Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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Experienced Financial Advisor - Independent Platform, Full Book Portability WealthBridge Financial Group

Account Associate-Commercial Insurance- Select Business (Remote) Insurance Office of America

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