Build Your Career with ClearPath Financial!
A Career That Grows With You — Financial First, Purpose Always
At ClearPath Financial, we’re building a financial-first agency for people who want more than a job — they want momentum, purpose, and long-term impact.
This is a launchpad for driven professionals ready to grow a real business, serve families with integrity, and build income that lasts.
We’re intentional about who we partner with. We value coachability, consistency, and doing the right thing — always.
Why ClearPath Financial?
✔ Financial-First Career Path – Build long-term income through financial education, protection, and planning
✔ Work From Anywhere – 100% virtual opportunities available
✔ Flexible Schedule – Full-time or part-time paths
✔ Comprehensive Training – No experience required; we train the right people
✔ Mentorship & Support – You’re never building alone
✔ Purpose-Driven Work – Help families protect what matters most
Two Paths to Success:
Personal Producer
Built for high-performing financial professionals who want to stay client-focused while maximizing income potential. This path emphasizes high-value financial solutions, autonomy, and efficiency — allowing you to scale production without unnecessary layers or limitations.
You’ll have access to competitive contracts, uncapped earning potential, and the flexibility to grow at your own pace — free from restrictive quotas, pressure to recruit, or forced production models.
Agency Builder
Designed for professionals who want to build a scalable business without stepping away from personal production. This path allows you to continue serving clients while developing a team — supported by experienced senior leadership and a proven, repeatable business model.
Agency Builders create additional income streams, expand their impact, and grow long-term value by developing people, systems, and leadership — not just transactions.
Growth without compromise. Control without limits.
A platform designed for serious professionals ready to grow, lead, and build on their own terms — with structure, support, and opportunity aligned.
Your next chapter starts here!
Results vary by individual. All opportunities require proper licensing and consistent effort. No income is guaranteed.
Referral Partner Program
Are you a CPA, realtor, mortgage broker, attorney, or sales professional looking to diversify your income?
Our referral partners, once licensed, can earn a commission split on any business closed from their referrals—without selling directly.
It’s a simple way to add value to your clients, differentiate yourself in a crowded market, and build trust by offering financial solutions alongside your existing services.
Disclosure
ClearPath Financial is an independently operated organization comprised of licensed financial professionals who are associated with The Broker Group LLC. Phoenix Financial Partners is not an affiliated company of The Broker Group LLC, TBG Solutions Insurance Agency, or The Broker Group Insurance Agency LLC. These agents offer insurance products through The Broker Group LLC and its licensed affiliates operating in various jurisdictions, including but not limited to California, Hawaii, and Massachusetts. These entities work under The Broker Group platform to deliver a wide range of insurance and financial services.
This material is intended for educational and training purposes only. It is not, and should not be construed as, an offer or solicitation for the purchase or sale of any specific financial product or service. Neither The Broker Group LLC nor its associated agents provide legal or tax advice. Anyone reviewing this material should consult with and rely on their own independent tax and legal professionals regarding their specific situation and any concepts presented herein. The availability of the listed providers may vary and is dependent on the agent's licensing, appointment status, and state-specific approvals. Insurance and financial product providers referenced maintain independent selling agreements with The Broker Group LLC, and access may require agents to complete applicable carrier contracting and approval processes. The presence of a provider on this list does not imply endorsement, nor does it guarantee availability through all agents or agencies operating under The Broker Group LLC
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21255 Burbank BIvd Ste 120, Los Angeles, CA 91367
888-824-9123
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