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Parsonex: Financial Services

Parsonex Financial Services is a franchise company that offers qualified entrepreneurs the opportunity to open a branch office in their local communities. Founded in 2010, the company began offering franchises in certain markets in 2011. Through independent affiliates and partners, franchisees offer their clients highly competitive insurance policies, investments and other financial services products. The Parsonex Personal Navigator® is a simple analysis tool that helps families identify their financial needs and develop a strategy in alignment with their long-term goals. Our proven system develops franchisees into highly trained professional advisors and Branch Presidents worthy of the trust their clients will be placing in them. We have excellent systems for sales, marketing, training, and development.

Facts & figures
Liquid capital required
$150,000
Net worth required
$100,000
Investment
$66,490 - $98,000

Parsonex Financial Services is a franchise company that will offer qualified entrepreneurs the opportunity to open a branch office in their local communities. Through independent affiliates and partners, franchisees will be able to offer their clients highly competitive insurance, investments and other financial services products.

We believe in order to succeed a family needs three important things:

  • A Simple Plan they can believe in
  • Competitive Products they can understand
  • An Advisor they can trust

The Parsonex system uses a client needs analysis tool that helps families identify their financial needs and develop a strategy in allignment with their long-term goals.

Our proven system develops franchisees into highly trained professional advisors and Branch Presidents worthy of the trust their clients will be placing in them. We have excellent systems for sales, marketing, training, and development.

The Opportunity

The powerful systems that Parsonex affiliates have been using for years, will now be available in a new and exciting franchise format. Franchise opportunities will be available in 2011 on an EXTREMELY limited basis.

If you are driven, want to help families in your community plan for retirement, are coachable, a hard worker, enjoy leading a team of people, and are looking to purchase a franchise...we may have just the opportunity for you! Our innovative entrepreneurship platform empowers business owners to open a Parsonex Financial Services branch in their local communities.

Advantages

There are many advantages to the Parsonex Financial Services franchise system. Here is a summary of some of the main competitive advantages:

  • A Unique Culture and Environment
  • There is a HUGE need in the financial services marketplace
  • Our Business is Focused on Retirement Planning
  • Branch Level Commissions on Personal Sales
  • Recruit representatives to help you market in your community
  • Earn high level override commissions
  • Upfront and Residual Income
  • Opportunity to Open Multiple Locations
  • A Simple, Duplicable System
  • An Independent Insurance Agency and Broker/Dealer
  • Definite Philosophies on how to help families.
  • Powerful Administrative Support Systems
  • Centralized Compliance and Supervision Systems
  • Customized client needs analysis tools
  • Proven Marketing Systems
  • Powerful Recognition & Rewards

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