Realtors: Transitioning to Financial Services

Aspire Leadership Development Inc. | Burlingame, CA (Hybrid/Remote)

Are you a real estate business professional looking to diversify your income, expand your impact, and create more flexibility in your schedule? Whether you come from real estate sales, lending, escrow, or business ownership, your skill set translates exceptionally well into financial services.

At Aspire Leadership Development Inc., we partner with driven professionals who want to offer clients more than a transaction — they want to deliver long-term financial strategy, stability, and generational wealth education. This opportunity is ideal for individuals seeking meaningful work, competitive compensation, and a scalable career path that fits their lifestyle.

You design your schedule. This role adapts to your current business, career goals, and personal commitments — not the other way around.

Our compensation model includes commissions, bonuses, and long-term residual income. As you build your client base, your earning potential grows exponentially.

This opportunity can complement your existing profession. Many of our most successful associates began part-time alongside careers in real estate, lending, escrow, or business ownership.

We provide a structured, supportive entry into the financial services industry, offering:

• Comprehensive product and industry training

• Licensing guidance

• Mentorship from experienced leaders

• A proven system for building and expanding your financial practice

No financial background is required — just a commitment to learning, professionalism, and serving clients with integrity.

Your existing experience is a strong advantage. Professionals in real estate, lending, escrow, and business ownership bring essential strengths such as:

• Client relationship management

• Needs-based advising

• Problem-solving under pressure

• Strong communication skills

• A developed network and referral presence

This opportunity enables you to expand your value by offering clients:

• Mortgage protection

• Retirement and income planning

• Tax-advantaged strategies

• Wealth-building and legacy planning solutions

• Experience in real estate, lending, escrow, or business ownership (preferred)

• Strong interpersonal and communication skills

• Self-driven, organized, and professional

• Willingness to obtain a state Life Insurance License

• Ability to pass a background check

Aspire is a mission-driven financial services agency focused on elevating financial literacy and empowering families through personalized planning and education. We provide a collaborative environment, strong leadership support, and clear pathways for career advancement.

We welcome conversations with professionals seeking greater flexibility, higher earning potential, and a long-term impact-driven career.