Join Alto Financial Group

Licensed Life Insurance Agents & Registered Investment Advisors 

We have immediate openings available nationwide for full-time Licensed Life Insurance Agents and/or Registered Investment Advisors. Our advisors and agents have been able to achieve six-figure incomes by following our well-established training system and providing great service to our clients at the same time.

We specialize in providing financial planning for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We have relationships with school districts and other public organizations nationwide to help them with their retirement and financial planning. We are searching for experienced financial professionals interested in advancing their career and building their own business as part of our team.

Why work with us:

    • The ability to be your own boss, grow your own team and build your own business
    • The ability to build a book of business and significant residual income that can pay you for years
    • Innovative client acquisition strategy using pre-set appointments
    • Full back-office support to simplify your life (case management, admin, CRM, tech, commissions, sales reports)
    • Structured training system and strong mentorship
    • The public employee marketplace is consistent and growing
    • Work remotely serving clients nationwide

Career Opportunities for Licensed Life Insurance Agents & Registered Investment Advisors:

We have a collaborative and entrepreneurial environment where your success and earning potential is unlimited. Our successful system focused on thorough and continuing training, peer to peer support and mentorship is designed to help you build a reliable growing income alongside a rewarding career.   Our agents and/or advisors are given thorough training through our in-house Alto University designed to give you the tools you need to succeed and to serve clients.

As a Licensed Life Insurance Agent and/or Registered Investment Advisor Agent, you will have the opportunity to continue building upon your career and personal book of business. If you’re an experienced life insurance agent, we can help you take your business to the next level.  If you’re a Registered Investment Advisor, interested in providing a personalized retirement and financial planning experience for our clients and their families and you want the flexibility to create your own schedule and build your career on your terms, consider joining our team.

Watch This Video on Our Exciting Opportunity to Own and Grow Your Own Financial Services Business and Apply Now Below

Experienced Agents and Financial Advisors

If you’re an experienced agent or advisor, Alto Financial Group can help expand your business with access to thousands of clients in our underserved niche of the financial services industry. We have developed our training system over 20 years to help our agents and advisors stay ahead of the competition in a team-oriented environment. This helps to ensure that our clients get the service they deserve because we are able to learn from each other as well as create strategies that a single individual may not be capable of doing on his/her own. When you do business with us and the companies we work with, you gain access to a strong network of financial specialists with a long history servicing the retirement needs of public sector employees to help advance your career.

You also gain access to:

  • A wide range of products and services
  • A thorough training and support network system
  • Access to thousands of underserved potential clients not reliant on cold calling for new clients
  • Planning and financial advice based on decades of experience

New to the Industry

If you’re new to the industry, whether with little financial services experience or are switching careers from a different industry, we have developed our training system to teach you to service your clients in a supportive team-oriented environment.  Our system is in place to help you gain experience and build your insurance and/or advisory business. If you don’t want to be bound by corporate constraints and ceilings, join us and develop your own business. It’s an opportunity to align your income with your ambition and efforts, to gain work flexibility that fits your lifestyle, and to make a difference serving the needs of our fellow citizens that serve our country every day.

Being an Alto Financial Group associate means gaining access to training programs that build your practice to make you confident in the service you provide to our clients with no cold calling. From our comprehensive online training platform to our advanced market support and dynamic development schools and seminars, we have what you need to take your business to the next level. Join us to discover what happens when you work with a company that is fully committed to your success. 

This is a 1099 independent contractor full commission position. Our registered investment advisors are Investment Adviser Representatives of EncompassMore LLC, a division of Verity Asset Management, Registered Investment Advisor.  Our licensed life insurance agents are agents of Appreciation Insurance & Financial Services.  The past results or income of our agents and/or registered investment advisors may not be indicative of future earning potential of our agents or advisors.   These positions require considerable effort, dedication and work to achieve the income level desired. 

By applying to this position, you agree to be contacted for informational and marketing purposes including but not limited to, text messages, calls, emails and pre-recorded messages