About Take Charge Financial Group

Take Charge Financial Group is a powerhouse in the Final Expense telesales industry, offering individuals a life-changing opportunity to build a career with meaning, freedom, and financial security. With the backing of Universal Benefits & UBI Southeast, this group is helping reshape lives—both for families seeking protection and for professionals building a future in insurance.

At Take Charge Financial Group, Final Expense isn’t just a product—it’s a career path that offers residual income, daily pay, and true fulfillment. Agents are empowered with training, mentorship, and the support needed to become specialists in a recession-proof field. Whether you want to work from home or face-to-face in your community, this company offers flexibility, guidance, and purpose.

What Does Take Charge Financial Group Offer?

  • Daily Pay
  • Residual Income Opportunities (Recurring Revenue)
  • Work-from-Home & In-Field Sales Options
  • Exotic Incentive Trips for Top Performers
  • Health & Dental Benefits (with qualifying production)
  • Funeral Consumer Guardian Society Partnership
  • Exclusive Lead System
  • Unmatched Sales & Mindset Training
  • Leadership Development & Career Advancement
  • Prestige Recognition Program

Why Choose a Career at Take Charge Financial Group?

  • Recession-proof career with unlimited earning potential
  • Specialized focus in Final Expense insurance
  • Become part of a diverse, growth-oriented team culture
  • Develop long-term wealth through renewals
  • Help families during one of life’s most emotional moments
  • Personalized mentorship from proven leaders
  • Access to high-quality leads and proven telesales systems

  • Final Expense Telesales Career

    Join Take Charge Financial Group as a Final Expense Specialist and start a flexible, rewarding career helping families plan for the future. Work from home or in the field, earn daily pay, build residual income, and grow with industry-leading training and support.

    • Remote & in-person options
    • Exclusive leads, no cold calling
    • Incentive trips & advancement
    • Health & dental with production