Teach
Share simple money concepts in workshops and one-to-one conversations: cash flow, debt, an emergency fund, protecting income, and how different accounts are taxed.
Business opportunity
Build a business helping families understand money.
Learn the financial services business with training and a mentor beside you. Start part time alongside what you do now, or make it your full-time career.
Independent, commission-based work. A state insurance license is required. Income is not guaranteed and depends on your own effort and results.
What you would actually do
We teach first. Solutions come second.
Most people were never taught how money works. Our work starts there, and it is the part of the work we enjoy most.
Listen
Sit down with a family, look at their numbers together, and understand what they are trying to protect and where the gaps are.
Help
When a family asks for a solution, show them options from established insurance companies, help them apply, and review it with them as life changes.
Two ways to build
Serve families, build a team, or both.
You choose how far you take it. Everyone starts with the first path.
Serve families yourself
Work directly with clients as an independent licensed professional.
- Earn commissions on the business you personally place
- Start with a mentor in your appointments until you are ready
- Keep it part time, or grow it into a full practice
Build and mentor a team
Once you have experience, bring in others and train them the way you were trained.
- Coach new professionals and go into the field with them
- Grow beyond what you can do alone
- Develop as a leader while you keep serving your own clients
Is this for you?
An honest look at who this suits.
People come to this work from many different fields. Background matters less than the points below.
It may suit you if
- You enjoy meeting people and explaining things simply
- You are willing to learn and be coached
- You want to start alongside your current work
- You think in years, and can be patient while you build
- Doing right by a family matters more to you than a quick sale
It is probably not for you if
- You need a salary or a predictable paycheck
- You are looking for fast or easy money
- You do not want to study for a state license
- You would rather not talk with people about money
How to start
Three steps, at your pace.
The rest is easier to explain in person than on a web page.
Have a conversation
Tell us about your background and what you are looking for. No cost, no obligation.
See the full presentation
About 30 minutes on how the business works, who we work with, and the details behind this page.
Decide in your own time
If it feels right, you register, get licensed and start with a mentor beside you.
Before you decide
Four things to know up front.
Pay is commission only
You would be an independent contractor, not an employee. There is no salary.
Income is not guaranteed
Results depend on your effort, skill and time. Some people earn little or nothing, especially early on.
A license comes first
You need a state insurance license before you can work with clients. We guide you through it.
There are start-up costs
We go through the exact amounts with you before you commit to anything.
Questions people ask
Common questions
Can I keep my current job?
Yes. Many people start part time, in the evenings and on weekends, and decide later whether to do more. Check your employer's policy on outside work before you begin.
Do I need a background in finance?
No. The training starts with the basics, and a mentor works with you while you learn. What you do need is a willingness to study, be coached and talk with people.
Is this a job offer?
No. It is an opportunity to build your own independent business with our training and mentoring. You would be an independent contractor, not an employee of NeoPenn Life Strategies LLC.
Your next step
Curious? Start with a conversation.
There is more to this than a web page can show. Tell us where you are and what you are looking for, and we will walk you through the rest.
This page is for general information. It is not an offer of employment and not a promise of income. NeoPenn Life Strategies LLC team members are independent contractors. Insurance products may be offered only by properly licensed individuals.