A GIFT Team Advisor is a mission-driven financial professional dedicated to helping inspaniduals and families build clarity, protection, and long-term financial confidence. Advisors operate as independent business owners while being supported by the GIFT framework, training, and team culture. This role blends client service, financial education, and entrepreneurial growth with a strong emphasis on values, legacy, and generational impact.

GIFT Team Advisors progress through the Advisor Ascend Path, developing technical competence, leadership capability, and income sustainability over time.

Key Responsibilities

Client Impact & Financial Guidance

• Educate inspaniduals and families on foundational financial concepts, including protection, planning, and long-term wealth strategies
• Conduct structured client conversations to assess goals, values, and financial priorities
• Recommend appropriate financial solutions aligned with client needs and regulatory standards
• Maintain ongoing relationships to support clients through life transitions

Business Ownership & Growth

• Build and manage a personal book of business as an independent advisor
• Develop referral relationships within personal and professional networks
• Participate in team initiatives, workshops, and community outreach
• Utilize GIFT systems, tools, and processes to drive consistent growth

Professional Development

• Complete licensing and ongoing compliance requirements (life insurance and/or financial services, as applicable)
• Engage in structured training, mentorship, and performance coaching
• Progress through the GIFT Advisor Ascend Path toward increased responsibility and leadership

Team & Culture

• Uphold GIFT’s values of integrity, service, and generational stewardship
• Collaborate with fellow advisors and leaders to strengthen the team ecosystem
• Model professionalism, accountability, and a client-first mindset

Qualifications

Required

• Entrepreneurial mindset with a desire for ownership and autonomy
• Strong communication and relationship-building skills
• High ethical standards and coachability
• Commitment to serving families and building long-term impact

Preferred (Not Required)

• Background in finance, sales, education, coaching, or client service
• Prior experience in financial services, insurance, or advisory roles
• Existing professional or community network

Compensation & Benefits

• Performance-based compensation with uncapped income potential
• Advancement opportunities through production, leadership, and mentorship
• Flexible schedule with remote and in-person options
• Access to training, licensing support, and professional development resources

Career Path

GIFT Team Advisors are not filling a job—they are building a career. Advisors may advance into senior advisory, leadership, or mentorship roles while expanding income streams and long-term equity within their practice.

Ideal Candidate Profile

This role is ideal for inspaniduals who:

• Want to make a meaningful difference in families’ financial futures
• Seek entrepreneurial opportunity with structured support
• Value growth, legacy, and long-term impact over short-term transactions