Mon - Fri: 9:00am - 5:30pm CST
Work With Me
If you feel called to meaningful work, enjoy helping people grow, and want the freedom to build something of your own—with support and mentorship—this path may be for you.
I partner with people who want to build a career in financial strategy, whether full-time or part-time. You don’t need prior experience in finance; you do need a strong work ethic, a heart for people, and a desire to make a lasting impact.
Together, we help business owners, families, and individuals gain clarity, protect what they’ve built, and move toward greater stability and long-term success.
What We Do
We equip financial professionals to guide clients through the decisions that shape both their personal and business futures. Our development path is structured, supportive, and designed for long-term mastery.
Foundational Training: Individuals & Families
New agents start by learning the core elements of personal financial strategy—cash flow, debt management, emergency reserves, protection planning, wealth-building, and legacy preparation. These fundamentals create the base for every strong advisory relationship.
Advanced Training: Business Owner Planning
Once foundational skills are in place, agents progress into more advanced concepts, including key person strategies, continuity planning, tax-efficient compensation, and business–family integration.
This progression develops well-rounded professionals who can serve both households and business owners with clarity, confidence, and strategic insight.
Why Partner With Us
Mission-Driven Work
We help people dream again, walk in freedom, live generously, and make a bigger impact—for their companies, families, and communities.
Flexible Career Path
Build full-time or part-time. Work remotely, in person, or hybrid. You set your pace and your goals.
Training & Mentorship
You’ll receive hands-on coaching, access to proven planning frameworks, and step-by-step guidance as you build your business.
Support Without Ceiling
No corporate hierarchy limiting your growth. You can build your own team, expand your reach, and create long-term income potential.
High-Impact Tools
You’ll have access to industry-leading insurance carriers and financial solutions—helping clients with strategies for risk management, continuity, guaranteed income, and tax-advantaged legacy planning.
Who This Is For
What You’ll Learn
You might be a great fit if you…
√ Enjoy helping people solve problems
√ Want meaningful work that aligns with your values
√ Are self-motivated and coachable
√ Want flexibility, autonomy, and a path to leadership
√ Are looking for a career with growth, purpose, and personal development
You do not need a background in finance or sales—just a willingness to learn and a desire to serve. You will need to get your life, health, and/or securities licenses, depending on your goals. We will help you through that process.
This career path isn't for everyone. It requires self-motivation, resilience, and willingness to build something from scratch. But for the right person, it's incredibly rewarding.
We train you to:
√ Understand client needs and goals
√ Use proven financial frameworks
√ Guide clients through risk, income, and legacy planning
√ Explain strategies simply and clearly
√ Build a book of business with long-term value
√ Lead a team if you choose to grow into leadership
√ For career builders: develop a business that can be valuated, sold, or passed on to future generations
If you want to do more than just earn an income, we will help you develop a business that can be valuated, sold, or passed on to future generations.
You’ll gain skills that extend far beyond finance—including communication, leadership, strategic thinking, and business development.
What This Career Can Look Like
Benefits That Grow With You
People join our team because they want:
√ A flexible career with meaningful impact
√ A path to entrepreneurship with support
√ Additional income alongside a full-time job
√ A mission-driven community
√ Leadership opportunities without corporate bureaucracy
√ A career path where your earning potential reflects the impact you create
Some build a thriving full-time practice; others start part-time and grow into leadership over time.
Many people hesitate to build their own business because they worry about losing traditional company benefits. We help you establish personal benefits that you own, that are portable, and that can grow with you over time.
These benefits can be structured to be affordable, flexible, and designed around your life—not tied to an employer—giving you greater security and long-term confidence as you build your career.
Interested in Exploring the Opportunity?
It all begins with a simple conversation.
Schedule a 15-minute introduction to see whether the work, the mission, and the career path align with your goals.
No pressure, no obligation—just clarity about whether this is the right next step for you and for our team.
Licensed in 20+ States Nationwide
©2025 Sarah Snyder Financial Strategist. All rights reserved.