FINANCIAL CAREER OPPORTUNITY

Build A Business
You Own

Explore an independent contractor opportunity in financial services. Build your business with training , mentorship, and support. Learn about licensing and the steps to get started.

Learn More . No Obligatin . Independent Opportunity

THE CORPORATE REALITY CHECK

Why Independent

Legacy Opportunity Hub by Evergreen Legacy Financial is designed for motivated people who want to explore what's possible in the life insurance and financial services industry. Whether you're an experienced licensed professional or simply considering a new direction, you'll have the opportunity to learn the business, develop your skills, receive training and mentorship, build personal production, and grow a team or agency of your own.

You don't have to have everything figured out before you start. Explore the opportunity, learn how the business works, and decide whether it aligns with your goals, lifestyle, and vision for the future.

Opportunity Disclosure: This is a commission-based independent contractor business opportunity, not salaried employment. Insurance-related activities require appropriate state licensing. Individual results vary, and no specific income or business results are guaranteed.

Flexible Growth
Build Your Business

Training and mentorship to help you develope your skills and build your business.

Team Growth
Build a Team

Learn how to develop a team through training, mentorship, and leadership development.

Client Focus
Personalized Guidace

Serving clients by building lasting relationships.

Flexible Schedule
Work-Life Flexibility

Build your business around a schedule that works for you.

CAREER ACCELERATION

Your Clear Path To
Partnership

Flexible Business Model:

Build your business through training, mentorship, client development, and team growth.

Support and Mentorship: You grow with training, mentorship, and support at every step.

One-On-One Mentorship: Start with structured onboarding and guidance.

Growth Roadmap Timeline

Hover To Inspect

1. Associate Producer

$65K – $110K / yr

Direct sales licensing, full onboarding cohort, and personal field training under seven-figure leadership.

• 0–6 Months • 100% Commission Schedule

2. Senior Executive Agent

$120K – $220K / yr

High-volume personal production combined with first-tier team overrides and client retention bonuses.

• 6–18 Months • Tier 1 Overrides

3. Agency Managing Director

$250K – $500K / yr

Establish a regional office branch, mentor incoming associates, and unlock scalable organizational multi-tier overrides.

• 18–36 Months • Office Equity Bonus

4. Equity Partner & Builder

$500K – $1.2M+ / yr

Full enterprise partnership stake, executive revenue shares, and transferable lifetime agency book valuation.

• Milestone Attained • Vested Ownership

ONBOARDING ROADMAP

Get Started

A simple three-step process to help you get up and running.

01

Introductory Conversation

A brief conversation to understand your goals and to see if there's a mutual fit.

02

Onboarding

Get set up with the essentials and connect with the right support

03

Launch Support

Start serving clients with ongoing support as you grow.

Direct Access to Leadership.

Real Experiences

Perspectives From the Field

"Everyone's path is different. With the right training, support, and consistent effort, you can build at your own pace"
★ ★ ★ ★ ★

"Making a career change can feel overwhelming. Having clear guidance, training, and support can make the process easier to navigate."

★ ★ ★ ★ ★

" Building a new career takes time. With the right training, support, and a clear path forward, you can develop the skills and confidence to move ahead."

★ ★ ★ ★ ★

"Every career journey is different. With training, mentorship, and support, you can take the next step with greater clarity and confidence."

PRIVATE CANDIDATE SCREENING

Secure Your
Interview

Take the next step toward building your independent career. Schedule a confidential 15 minute conversation to learn about the opportunity, training, support, and next steps.

Managing Director conducting executive screening interview in a modern corporate boardroom

Interview Review: Conversations are conducted individually to discuss the oppertunity, expectatios, and next steps.