Financial Associate

Financial Associate at Kind Path Advisors

Are you building a career, or are you building an asset? Most financial professionals often find themselves in a 'Captive Trap,' working extensive hours to cultivate a book of business they may never truly own, for a company that could terminate their contract at any moment.

At Kind Path Advisors, we are actively seeking Partners, not just employees. Through our affiliation with Experior Financial Group, we have pioneered the Tri-brid Model, a unique approach that seamlessly integrates the strengths of captive agencies, independent brokerages, and network marketing. This innovative model creates an optimal environment for significant agency growth and individual success.

The Value Proposition: Why the Top 1% Choose Us

We offer a robust platform where your expertise is directly tied to true ownership and tangible assets.

• The Legacy Program: Unlike conventional firms, you gain ownership of your book of business from day one. Our distinctive contract empowers you to bequeath your agency to your heirs or sell it back to the company, ensuring you are genuinely building a salable asset for your future.
• The Tri-brid Advantage: Benefit from access to over 30+ top-tier insurance and investment carriers. This extensive selection means you are never compelled to 'force' a specific product; instead, you can consistently provide the optimal solution tailored to each client's unique needs.
• Unrivaled Compensation: We pride ourselves on offering some of the most competitive contracts in the industry. This includes generous personal production commissions, substantial management overrides, and recurring renewal income that remains with you, fostering long-term financial stability.

Time & Financial Expectations

We uphold transparency. This is an entrepreneurial pathway specifically designed for individuals who grasp that substantial rewards are contingent upon strategic input, dedication, and a proactive approach to business development.

Who We Are Looking For

We are currently evaluating candidates who demonstrably possess the following qualities and experiences:

• A foundational background in Finance, Real Estate, Management, or Entrepreneurship.
• A discernible 'Consultant' mindset, prioritizing client solutions and relationships over a purely 'Sales' driven approach.
• A genuine aspiration to transition from a Sole Practitioner to a successful Agency Owner.
• A clean and unimpeachable professional track record, coupled with an unwavering commitment to fiduciary excellence and client trust.

Key skills/competency

• Financial Planning
• Wealth Management
• Client Acquisition
• Business Development
• Insurance Products
• Investment Strategies
• Fiduciary Standards
• Entrepreneurial Mindset
• Consultative Selling
• Relationship Management