CAREERS · FOR FINANCIAL PROFESSIONALS
Build a practice on education, not pressure.
We have more families asking for help than we can serve. Join MindShift and learn to guide clients through family banking with a proven framework and mentorship from Chris Gardner.
1
Training & mentorshipLearn the family banking framework and how to teach it, with ongoing coaching from Chris.
2
A proven, education-first systemLead with value. Clients come in already understanding the why, so you're never pushing.
3
Real client demandMindShift has more families asking for help than it can serve on its own.
4
Flexible, remote-friendly workMuch of the work happens through live webinars and calls.
Mentored by Chris GardnerFormer insurance agency owner · Author · Speaker
WHO WE'RE LOOKING FOR
Teachers at heart. Professionals by trade.
✓Licensed life and health professionals, or motivated people ready to get licensed
✓A genuine desire to educate, not just close
✓Integrity with other people's money and families
✓Self-starters who want to build something long-term
YOUR PATH
From first conversation to first client.
STEP 01
Apply
Tell us about yourself. It takes about two minutes.
STEP 02
Discovery call
Meet the team, ask questions, and review the opportunity in detail.
STEP 03
Training
Learn the framework, plan design, and how we educate clients.
STEP 04
Launch
Start working with families, with a mentor alongside you.
AGENT FAQ
Before you apply
Do I need to be licensed already?−
Not necessarily. Licensed life & health professionals can ramp faster, and we can point motivated candidates toward getting licensed.
What does training look like?+
You'll learn the family banking framework, how to educate clients, and how to design plans, with ongoing mentorship from Chris and the team.
Can I work remotely?+
Much of client education happens through live webinars and calls, so there's real flexibility in where and when you work.
How am I compensated?+
We review compensation in full detail on your discovery call so you can make an informed decision.
Where do clients come from?+
MindShift has more families asking for help than we can serve. We'll cover how client opportunities are shared on your call.
Apply to join MindShiftTakes about two minutes. We'll follow up to schedule a discovery call.