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Work With Us
Bring your purpose. Build your skills. Grow with us.
Interested in serving families and building new skills? Explore opportunities with our team. Depending on the role, we offer training, mentorship, and guidance toward the licensing, registration, or certification needed to get started.
Where you can grow
Four ways to work with us.
Three of these are independent business or contractor opportunities. Community involvement is unpaid volunteering.
- 1
Independent tax preparers
Prepare returns with the tax team during the season, as an independent contractor. Training comes first, then clients.
- 2
Insurance professionals
Help families with life, home and auto coverage as an independent business. We guide you to your license and train you after it.
- 3
Business collaborators
Professionals who bring a service of their own, such as notary work or financial education, and work alongside the team.
- 4
Community volunteers
The Forge Brotherhood, I Am Woman Network and Legacy 72 all welcome volunteers. These are unpaid.
Startup costs vary by opportunity. Every applicable fee is disclosed to you before you enroll or take part.
New to the team
Said yes? Start here.
Three steps. Tina gets a notice when your application is in and sends you what comes next.
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Fill out the application
The MyIBA application takes a few minutes and you can do it on your own. Tina sees it as soon as it is done.
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Get the apps
Once you have your agent ID, download Telegram for team messages and Primerica Online for your account.
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Come to the meetings
New recruits join Tuesday and Saturday, and Thursday for ExamFX training. Out of state joins by Zoom. The Zoom details come to you after your form is in.
The weekly schedule
| Monday | Manager meeting, 9:00 to 10:00 am, in the office |
|---|---|
| TuesdayNew recruits | Opportunity night, 7:00 to 8:00 pm, in the officeThe first Tuesday of each month is on Zoom only. |
| Wednesday | Tax meeting, 7:00 pm, on Zoom |
| ThursdayNew recruits | ExamFX training, 7:00 to 8:00 pm |
| Friday | Morning Zoom, 9:00 to 10:30 am, licensed agents only |
| SaturdayNew recruits | Training, 11:00 am to 1:15 pm, in the office or on Zoom |