Eagle Strategies LLC

A Sales Advisor helps individuals, families, and businesses make sound financial decisions. This role blends sales, relationship-building, and financial consulting—with an emphasis on insurance, retirement planning, investment strategies, and wealth management. Key Responsibilities Client Relationship Development Build and maintain long-term relationships Network and prospect (referrals, events, LinkedIn, etc.) Conduct needs-based consultations to understand client goals Training & Support Our firm has its own University with a formal development program Mentorship: You’ll often be paired with experienced sales advisors Back-office support: Underwriting, marketing tools, technology Path to specialization: You can focus on working with niche markets: business owners, estate planning, etc. Compensation Structure Commission-based + bonuses + renewals (ongoing income from prior clients) Average first year income: $80,000 - $120,000 Residual income begins in year two for all clients serviced in the prior year, providing ongoing earnings from previously established business. Career Path & Advancement Move into management roles (e.g., Partner, Senior Partner) Specialize in advanced markets, business planning, or wealth strategies Opportunities for designation support (CLU®, ChFC®, CFP®, etc.)

A Sales Advisor helps individuals, families, and businesses make sound financial decisions. This role blends sales, relationship-building, and financial consulting—with an emphasis on insurance, retirement planning, investment strategies, and wealth management. Key Responsibilities Client Relationship Development Build and maintain long-term relationships Network and prospect (referrals, events, LinkedIn, etc.) Conduct needs-based consultations to understand client goals Training & Support Our firm has its own University with a formal development program Mentorship: You’ll often be paired with experienced sales advisors Back-office support: Underwriting, marketing tools, technology Path to specialization: You can focus on working with niche markets: business owners, estate planning, etc. Compensation Structure Commission-based + bonuses + renewals (ongoing income from prior clients) Average first year income: $80,000 - $120,000 Residual income begins in year two for all clients serviced in the prior year, providing ongoing earnings from previously established business. Career Path & Advancement Move into management roles (e.g., Partner, Senior Partner) Specialize in advanced markets, business planning, or wealth strategies Opportunities for designation support (CLU®, ChFC®, CFP®, etc.)