Steps to becoming an Financial Advisor

  1. Initial interview: Connect with a member of our team to learn more about what it takes to become a successful advisor at Catholic Financial Life.
  2. Online application: Complete an online by clicking on the Apply Now button below.
  3. In-depth interview: Interview with an Agency Manager to help determine if this opportunity is the right fit for you.
  4. Licensing exam: Obtain your Life Insurance license by taking a state licensing exam. Preparation for test requires a commitment of time as well as exam fees.
  5. Pre-contract: You will be asked to complete a Market Survey showcasing your strengths, along with creating a solid business plan.
  6. Contract: Complete contracting paperwork.
  7. New Advisor school: Attend our intensive training program.
  8. 16-Week Training: Working alongside your manager, you will begin writing business while getting to better know the organization and our product portfolio.
Make an impact: Launch your career at Catholic Financial Life by completing the above steps — and be on your pathway to success!




Ready to take the next step?
Contact us Apply now