Join Our Team

At Excel Financial Group, we offer many exciting and rewarding career opportunities!

If you are seeking for satisfying career in financial services industry, we have the right opportunity for you.  We look forward to providing you with on-going supports to help you become successful!

Sales Concept Support

  • Mutual Fund Strategies
  • Financial Planning
  • Estate Planning
  • Retirement Planning
  • Education Planning
  • Charity Giving

Product Support

  • Choice of Products from over 20 Major Iinsurance Companies
  • Thousands of Select Mutual Funds
  • Long Term Care Plans
  • Several Education Plans

Administrative Support

  • Weekly Pending Business Report
  • Business Follow Up Service
  • Sales Proposal Support

Marketing & Sales Support

  • Advance Underwriting
  • Product Comparison
  • Big Case Preparation
  • Help in Organizing Sales Seminars
  • Computer and Software Support
  • Direct Telephone Help on Products and Software
  • Marketing Materials

Training & Development Support

  • New Agent Training
  • New Agent Follow-up Training up to TWO years
  • Product Training
  • Sales Process Training
  • Sales Ideas Training
  • Computer and Software Training
  • Sufficient CE Credits for Licence Renewal

Award & Recognition

  • Planner of the Year
  • Chairman’s Award
  • President’s Award
  • Contests
  • Campaigns
  • Conferences

If you have any questions please feel free to contact us.

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