Now Hiring

Build Your Legacy With Us

Join The Wealth Agency and get launched with a proven process, configured systems, and a clear growth path—built for people who are coachable, committed, and ready to produce.

Who This Is For

This is a fit if you're:

Licensed or ready to start your licensing immediately

Coachable and consistent with daily activity

Comfortable having real conversations and booking appointments

Focused on serving families with integrity

Clock in. Clock out. Weekend recovery. Repeat.

If you want more control over your time and income, you need more than motivation—you need a vehicle.

TWA is built for people who are ready to grow into leadership, build a client base, and create long-term income through consistent service and execution.

This is not a fit if you:

Want quick money without consistent outreach

Avoid structure, training and accountability

Don't want to follow compliance and professional standards

The Platform

What TWA Provides

  • A proven recruiting + production path

  • A duplicatable client process with scripts & structure

  • A configured operating system (pipelines, calendars, workflows etc.)

  • Private Wealth Academy

  • A company business email + calendar to keep communication and scheduling professional and compliant

  • Support resources and platform updates

Expectations

Your role

  • Follow the daily activity plan (outreach - conversations - appointments)

  • Learn the process and execute consistently

  • Maintain professional communication and client-first standards

  • Be accountable for your growth plan

How it works

  • Apply (2-3 minutes)

  • Book your interview (choose a time that works)

  • Get Launched (offer - agreement - platform activation - onboarding)

Apply Now

STILL NOT SURE?

Frequently Asked Questions

Question 1: Do I need to be licensed?

Licensed is preferred. If not, we’ll outline the licensing path during your interview if you’re a fit.

Question 2: Is there a cost to be on the platform?

Yes. The platform includes your configured CRM workspace, training ecosystem, company email/calendar, and support infrastructure:

$129 one-time activation

$39.99/month platform membership

Question 3: Is this a fee for commissions or contracting?

No. These fees cover technology, training systems, and support infrastructure — not access to carrier compensation. Carriers pay commissions separately.

Question 4: What happens after I’m approved?

You’ll receive your Producer Agreement, complete platform activation, and we’ll provision your systems and onboarding steps.

Ready to build with a real platform?

Platform fees cover technology setup, training systems, and support infrastructure. Not a fee for contracting, commissions, or carrier compensation.

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