Description
Virtuity Financial Partners is a protection-first financial services agency. I’m Patrick Puorro, and I’m looking for a few people who want to build a real practice helping working families.
What we do
We help families find their income gaps, get properly insured, and plan for retirement. Our advisors use proprietary tools built in-house to walk clients through a financial needs analysis during the appointment, so clients see their situation clearly and can make decisions on the spot.
Why this tends to fit people coming out of the military
The work rewards what service already taught you. Showing up prepared. Sitting across from someone and telling them the truth about where they stand. Running a process instead of improvising. Leading people who are newer than you are.
You also understand military family finances in a way most advisors do not, and that matters when you’re the one across the table.
Two paths in
- Already licensed: Plug into our tools, product access, and mentorship and start running appointments quickly.
- Not licensed yet: We’ll walk you through studying for and passing your state Life & Health exam. Licensing and exam fees are your cost, and we’ll tell you exactly what to expect up front.
What your first 90 days look like
- Licensing (if needed) with study support and accountability
- Field training: you’ll sit in on real appointments before running your own
- Weekly live training on sales, products, and mindset
- Learning our Financial Needs Analysis and CRM platforms
Who this is for
People who are coachable, comfortable talking with others, and motivated by helping families. Veterans, teachers, nurses, coaches, service industry pros, and anyone with a strong community tend to do well. No finance background needed.
What you should know up front
This is an independent contractor (1099), commission-based role. There is no salary, no draw, and no guaranteed minimum. Income depends entirely on your effort and results, and no level of income is promised or implied. There’s a path to build your own team over time. Background check required.
Next step
Apply with your phone number and a sentence on why you’re interested, and note whether you’re licensed. I personally reach out to every applicant.
Patrick Puorro, Virtuity Financial Partners
License 4212442
Virtuity Financial Partners considers all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.