Financial Services Consultant

Overview

Civitas Alliance is not an insurance agency. It is not a financial firm. It is an alliance — built to serve clients from every angle, across every stage of their financial life.

We work across life insurance, health insurance, group benefits, ancillary coverage, wealth and investment products, and tax reduction strategies. Every product and every recommendation connects back to one goal — a complete picture for the client. Most professionals in this space specialize in one area. We cover the whole board.

How We Work

We are a collaborative team, not a collection of independent agents competing for the same clients. When a client comes to us, we bring the right people and the right products to the table together. Business flows both ways within our team — meaning advisors can pass and receive opportunities across the alliance based on expertise and fit.

Wealth, in our world, is not just money. It is protected assets, reduced tax burden, and a client who never has to wonder if something was missed. That is the standard we hold ourselves to, and it is the standard we expect from everyone who represents this organization.

This industry has a credibility problem. For years, people have been sold products that were never right for them by professionals who prioritized the commission over the conversation. The public has noticed, and trust has eroded.

Civitas Alliance exists to be the alternative to that. We are not interested in volume for the sake of volume. We are interested in doing this right — and we are selective about who we bring on to represent that standard.

• Licensing costs covered — we invest in getting you set up correctly from the start
• Field training alongside experienced advisors to learn how we operate — weeks of real exposure, not just a manual and a desk
• Access to a broad product portfolio across life, health, group benefits, wealth, and ancillaries
• Estimated Compensation Range of $60,000+

Preferred Qualifications

• Bachelor's degree in Finance, Business, or Sales — preferred but not required
• Life and Health license and/or Series 65 — preferred but not required
• 1+ year of experience in financial services or a related industry — preferred but not required
• Comfortable leveraging AI tools to enhance client strategy and business development
• Strong communication and relationship-building skills — this business runs on trust
• Self-motivated with the ability to manage your own schedule and hold yourself accountable
• A team-first mindset — we collaborate here, we do not compete against each other

If that sounds like you, apply below or send a direct message. We will take it from there.