Are you an enterprising individual seeking a career path with ample expansion opportunities to make a positive impact in your community? Summit Legacy Strategies is seeking dedicated individuals like yourself to join our team in Austin, TX. In this role, you will collaborate closely with individuals, families, and local businesses, offering financial services and products to safeguard their assets, enhance financial literacy, and provide Life insurance and Disability insurance solutions. • We offer a competitive benefits package, including a Defined Benefits Plan, 401(k) with Match and Roth Options, health and dental insurance, and more. • Providing leadership and career development opportunities such as tuition reimbursement, licensing assistance, and continuing education opportunities. Responsibilities: • Being a self-motivated individual with a dynamic, confident, outgoing personality with a strong work ethic, high integrity, and a passion for succeeding. • Develop and maintain a base of clients who value your input and guidance. • Having a desire to assist others in achieving their financial goals and dreams by fostering long-term relationships is key. • It’s important to take initiative, be resourceful, and remain open to opportunities that support career progression and skill development. • Providing development and training (locally, virtually, and nationally) to support the building of your practice. • Offering tools and resources to aid in marketing and growing your practice and effectively communicating with prospects and clients. • Providing mentorship and joint-work opportunities with peers and senior level advisors. Qualifications: • The ideal candidate should have 3 years of professional sales experience, preferably in the insurance industry. • Candidates should be either US citizens or permanent residents. • Relevant work history in Business, Finance, and/or Sales is preferred. • Candidates must also obtain the necessary insurance licensing (please visit the Texas Department of Insurance webpage for more information regarding the General Lines: Life, Accident, Health, and HMO license). • A 4-year degree in Business or Finance is preferred but not required. Compensation: $60,000+ at plan yearly commission based structure

• Being a self-motivated individual with a dynamic, confident, outgoing personality with a strong work ethic, high integrity, and a passion for succeeding. • Develop and maintain a base of clients who value your input and guidance. • Having a desire to assist others in achieving their financial goals and dreams by fostering long-term relationships is key. • It’s important to take initiative, be resourceful, and remain open to opportunities that support career progression and skill development. • Providing development and training (locally, virtually, and nationally) to support the building of your practice. • Offering tools and resources to aid in marketing and growing your practice and effectively communicating with prospects and clients. • Providing mentorship and joint-work opportunities with peers and senior level advisors.