Join My Team

Are you are licensed agent or wish to move into the financial services business as an entrepreneur?

Have you been captive and been limited by the companies you can offer?

Are you looking for more/better training?

Valenzuela Financial Management Group is looking for select individuals who are seriously engaged or interested in the financial services industry. Are leads & developing referrals an area of concern?

Do you have the necessary tools, etc. to succeed?

Do you enjoy doing seminars and offering solutions that FIT your client, versus one-size solutions fits all?

There exists both demand and opportunity in this market.  In order to succes in the financial services industry one must have an interest in working with people.  You must be able to speak to the concerns people have when discussing finances and how to educated them in that area. Your sales/people skills are going to be key.

Ideally, you will use the following two licenses as part of your business:

Life and Health License
Mortgage Loan Originator

Here is a list of the benefits, support, training, etc. found in the area of life, disability, annuities, and long term care you will find in working with my team!

  • Advance and Renewal Commission (where applicable)
  • Offer clients 1 year free scholarship for purchasing qualifying products (10 carriers, 50 products, 350 colleges)
  • Full-Back Office Support including agent resource website
  • Weekly Training Webinars & On-Demand Training Library
  • Real-Time Online Case Status updates
  • Comprehensive In-House Impaired Risk Underwriting Department
  • Most Competitive Carrier Portfolio 50+ Carriers (250+ Products)
  • Exclusive Mortgage Lead Program (with lead reimbursement) + Final Expense Lead Program
  • Free Agent Website w/Quote Engine & Lead Capture Features
  • Exclusive Sell While you Sleep Platform (Sell products from your own website)
  • Social Media Marketing Packages & No-Cost Email Marketing Platform
  • All-In-One Marketing Platform “Agency Automator”
  • Mobile Quoting App for all Smartphones/Tablets
  • No-Cost Advanced Planning & Presentation Software
  • Free Annual Agent Expo: Learn from Top VPs/Underwriters from the best carriers
  • Exclusive E-applications & E-Delivery with most carriers
  • Online 24/7 Automated Underwriting Platform
  • And much, much more, call today for full details 954 680 4088, Joe Valenzuela

Call my office today and set up a confidential visit to talk about a long-term career. You create your future!

Joe Valenzuela, MBA
Investment Advisor Representative & Federal Benefits Consultant
13837 SW 43rd Street
Davie, FL 33330
(954) 680-4088 Office
(954) 275- 4849 Cell
joe.valenzuela@cprinvestmentsinc.com