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Managing Partner

$50k

TFA Wealth Planning, LLC.

Build a Career Helping Families Achieve Financial Security

Join The Financial Architects and transform lives while building unlimited income potential. No experience required - we provide all the training and support you need.

Why Choose TFA?

We're not just another insurance agency. We're a family-focused organization that prioritizes your success.

No cold calling required - warm market and referral-based approach

Work with top-rated carriers (MassMutual, Prudential, Allianz, and more)

Renewal commissions for passive income

Clear advancement path with transparent requirements

Community of like-minded professionals

No prior experience required - we train you from scratch

What You Get as a TFA Agent

Everything you need to build a successful career in financial services

Weekly trainings, product knowledge, and sales mastery courses

Learn from top-producing advisors with proven track records

Back-Office Support

Admin, compliance, and case management handled for you

Lead Generation

Access to marketing systems and lead sources

Recognition & Rewards

Incentive trips, bonuses, and public recognition

Flexible Schedule

Build your business on your terms with no cap on earnings

Compensation

Transparent Compensation Structure

Earn competitive commissions with a clear path to higher earnings. No hidden caps, no complicated formulas.

Level

Commission

Requirements

Agent

50%

Entry level - Start building your book of business

60%

10 policies written or promoted by Managing Partner

70%

25 policies written + consistent production

Partner

80%

50 policies written + team building begins

Sr. Partner

90%

100 policies + leadership responsibilities

Managing Partner

100%

Full commission + override on team production

Income Potential Example

An agent writing just 4 policies per month at an average of $150/month premium can earn over $50,000+ annually at the Advisor level, plus renewal commissions that build passive income year over year.

Your Path to Success

From zero experience to licensed professional - here's how we get you there

STEP 1: Pre-Licensing Education

Complete 32 hours of pre-licensing education through XCEL Solutions.

  • $49 with TFA discount code
  • Self-paced online learning
  • Life Pre-Licensing Bundle
STEP 2: Pass Your Exam

Schedule and pass your Life Agent Examination through PSI Exams.

  • $55-$88 exam fee
  • Study materials provided
STEP 3: Get Licensed & Contract

Apply for your California Life & Health License, then complete TFA contracting.

  • $193 license application
  • TFA Membership: $49.99 (one-time)
STEP 4: Launch Your Career

Complete TFA Quick Start training and start building your client base.

  • Signal Advisors portal setup
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Vacancy posted 6 hours ago
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