A significant percentage of the current financial services workforce is expected to retire in the next few years and there is a shortage of applicants for the positions available.  Industry sources say the most difficult positions to fill are: Actuarial, Analytics, Claims, Compliance, Executive, Product Management, Sales, Marketing, Technology, and Underwriting.  From our platform, you can introduce yourself directly to recruiters who will contact you if they have openings.  We can also arrange for you a personal introduction with recruiters and employers.  You’ll save time not having to repeat dozens of applications on different financial services employer websites.  What does this mean for you?  Real Opportunity.


Private Introductions

We will privately introduce you to employers who have open positions in your area.  We know just about every insurance and financial services employer in town.  Begin by searching our Featured Recruiters and Employer Snapshots, or submit your Applicant resume.  Let us help you get connected.


" I submitted my profile and resume to 4-5 different recruiters I was interested in talking with. Two of them contacted me back pretty quickly, one of which turned into a round of personal interviews. I accepted an offer just yesterday and I wanted to say thank you. It wouldn't have come together without you guys.

-Justin R, Sacramento, CA

" Refreshing new approach is all I can say. It was exhausting and frustrating clicking through all the job posts which all seemed to take me to a confusing maze of different web sites. I was simply relocating from Houston to Charlotte and looking for a similar position there. I found it. Thank you for connecting me with the individuals I needed to make it happen.

-Maria G, Charlotte, NC


Applicant FAQ

No. There is never a charge for applicant or private introductions. Employers and recruiters pay our fees.
No. Our applicant/recruiter introductions are considered private and proprietary.
No, you may submit your profile and resume to any recruiters you choose to.
No. You may receive a reply from each or some or none of the recruiters. A recruiter receiving notice of your profile will compare your background and qualifications with positions which may be available with their firm. If they feel your education and experience is suitable and compatible with their recruiting goals, they may reply to you at their option.

Wheatberri Scholarships

If you are applying for customer facing positions (agent, advisor, customer service) the employer may require you to obtain an insurance and/or securities license.  Applicants who have started or completed their licensing course and exams prior to initiating the interview process are in high demand.  You may access these courses on your own, which are offered by our affiliate A.D. Banker & Company, by going to Get License, or Contact Us to apply for a Wheatberri Scholarship.


Insurance licenses are issued by the state of your residence and include Life, Health, Property, Casualty, or Personal Lines. Insurance licenses are personal and yours to you keep as long as you want, even if you change employers later on.


Securities (finra) licenses begin with the Securities Industry Essentials (SIE) course and exam. Then, once employer-affiliated, you may obtain one or more of Series 6, 7, 63, 65, or 66.

Insurance Continuing Education?

If you are already a licensed insurance producer, check out the industry-leading CE Webinars and Online Courses offered by our affiliate A.D. Banker & Company to meet your next renewal.