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Owned by Tarea

Faith-driven financial leaders helping families, building agencies, earning residual income & creating impact with purpose.

Family iD
813
$2/m
Skoolers
152.8k
Free
179 contributions to 1Life Financial
Wed FB post
One of my favorite things about our opportunity is that you don’t have to blow up your life to find out if it’s right for you. You can keep your job. Start part-time. Get trained. Work toward professional licenses in life insurance, securities/investments and mortgage lending, with eligible licensing costs covered. Then see where it takes you. Maybe you discover you love the entrepreneurial side and build an agency. Maybe the education and credentials help you pivot into another role within the broader financial services industry. Either way, you’ve spent your time building skills and credentials that can increase your career options. If you’ve been wanting something different but are afraid to start over, you may not have to.
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Tuesday Daily Action Challenge
post on nextdoor app to meet some new local people and possible recruits!! Here’s an idea or create your own! Hey neighbors! 😊 I’m a local business owner in the financial services industry, and we’re looking for a few good people who might be interested in learning something new! One of the biggest benefits of working with us is the opportunity to earn professional licenses in insurance, investments and mortgage lending, with company-sponsored licensing and training. These are valuable credentials that can open doors to new career opportunities! ✅ Start part-time while keeping your current job ✅ Flexible schedule and remote opportunities ✅ No experience necessary ✅ Professional training and licensing support If you’ve been thinking about a career change, extra part-time income or just want to add some valuable skills to your resume, I’d love to connect! Feel free to message me!
Monday FB post
You don’t necessarily need another degree to reinvent yourself. Sometimes you need new skills, new credentials and a new opportunity. We help people pursue professional licensing in life insurance, investments/securities and mortgage lending, with eligible licensing and training costs covered by the company. You can start part-time, learn the industry and decide how far you want to take it. Want to build your own business? There’s a path for that. Decide entrepreneurship isn’t for you? The knowledge, experience and applicable licenses you earn may also be valuable when pursuing opportunities with banks, investment firms, insurance companies and other financial institutions. You’re not just trying a side hustle. You’re investing in your professional value. Looking for a career upgrade? Message me LICENSED.
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Go use that license!!!
This has some great tips for getting policies! If you’re interested in any of these methods let me know - I have scripts, tips and ideas for you. https://www.instagram.com/reel/DdrZc7AJjih/?stkn=c3pycDVoZ3hrMjEw
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Warm Market Follow Up
Here's a very simply system of how to follow up in your warm market. I made the simplifications and reformatting to make this more user friendly and duplicatable.
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Tarea Doty
4
5 points to level up
@tarea-doty-3709
Financial Advisor 25 years experience $30 Mill AUM 14 brokerages in 9 states

Active 23h ago
Joined Feb 15, 2026
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