Careers | True North Financial Group
Serving Orange County & Irvine families with insurance, retirement & real estate guidance under one roof.
Careers at True North

Build a career helping families like yours.

Join True North Financial Group and get the training, mentorship, and support to grow a business rooted in education — not pressure. Affiliated with World Financial Group (WFG), we help you build real skills, real relationships, and a real path forward.

Orange CountyRooted & Growing
1-on-1Mentorship
Education-FirstCulture
Why True North

A career built on trust, not pressure

We built True North around one idea: people trust educators more than salespeople. That principle shapes how we train, mentor, and grow our team.

Protect what matters

Help families protect their income, health, and homes with guidance they can actually understand.

Build real skills

Learn financial fundamentals, licensing, and client relationship skills that last a lifetime.

Learn from mentors

Work directly alongside experienced advisors who invest in your growth, not just your production.

Grow at your pace

Whether part-time or full-time, build a business with a clear, structured path forward.

Become an Agent

Is this the right fit for you?

True North Financial Group is looking for people who care about others, want to learn, and are willing to put in the work to build something meaningful. No finance background is required — just a willingness to learn and grow.

  • Coachable, people-first mindset
  • Willingness to obtain required state licensing
  • Interest in financial education and helping others
  • Comfortable building relationships and networking
  • Self-motivated — full-time or part-time welcome

What the path looks like

  • 1Career ConversationWe start with a no-pressure call to learn about your goals and answer your questions.
  • 2Licensing SupportWe guide you through the state licensing process required to represent insurance and financial products.
  • 3Guided OnboardingYou're paired with a mentor and walked through our training curriculum step by step.
  • 4Grow Your PracticeStart working with clients and families, with ongoing support from the team.
Schedule a Career Call →
Compensation

How agents are compensated

Our compensation model rewards effort, growth, and the value you bring to clients. Here's the general structure.

Commission-Based

Production Income

Agents earn commissions on insurance and financial products placed with clients, paid by the carrier through True North / WFG.

Advancement

Growth Opportunities

As you gain experience and licensing, additional opportunities may become available, including leadership and mentorship roles.

Support

Mentorship & Resources

Training, marketing support, and mentor guidance are provided to help you build your practice — at no cost to join.

Please note: True North Financial Group is affiliated with World Financial Group (WFG). Compensation is commission-based and varies by individual effort, licensing, product mix, and state regulations. Income is not guaranteed and will vary by individual. This is not an offer of employment; specific compensation details, disclosures, and required licensing information will be reviewed during your career conversation. [Compliance review recommended before publishing final income/compensation language.]
Training & Mentorship

You won't build this alone

Every new agent is paired with a mentor and guided through a structured training path.

1

Foundations

Core financial concepts, products, and compliance basics.

2

Licensing

Exam prep support and guidance through state licensing requirements.

3

Shadowing

Sit in on real client conversations alongside experienced mentors.

4

Launch

Begin building your own client base with ongoing mentor check-ins.

Success Stories

What our team says

⚠ Placeholder quotes — replace with real agent testimonials before launch
★★★★★

"I came in with zero finance background. The mentorship made all the difference in building my confidence with clients."

JM
Jordan M.Agent, Placeholder
★★★★★

"What I appreciate most is the education-first approach — it changed how I talk to clients and how I sell."

AR
Alicia R.Agent, Placeholder
★★★★★

"The training path is structured but not rigid. I could build my business around my schedule, at my pace."

DK
David K.Agent, Placeholder
Frequently Asked Questions

Common questions

No. Most of our agents started with no prior industry experience. We provide the training and licensing support to help you learn the fundamentals.

Both paths are available. Many agents start part-time while working another job and transition to full-time as their practice grows.

Requirements vary by state and by the products you'll offer. We'll walk you through exactly what's needed and support you through the process during your onboarding.

Compensation is commission-based on products placed with clients. Specific details, disclosures, and structure are reviewed individually during your career conversation.

True North Financial Group is affiliated with World Financial Group (WFG), which provides licensing infrastructure, carrier relationships, and additional training resources.

Take the Next Step

Let's talk about your future.

Fill out the form and a member of our team will follow up to schedule a no-pressure career conversation. Prefer to talk right away? Book a time directly on our calendar.

Schedule a Career Call →
✓ Thanks! Your information has been received. Our team will reach out shortly to schedule your career conversation.

By submitting, you agree to be contacted by True North Financial Group about career opportunities. We respect your privacy and will never share your information.