Careers at Shirley Luu & Associates

Bring your ambition
to work that matters.

SLA welcomes accomplished, highly motivated professionals who want to develop their craft, serve people responsibly and build something of lasting value.

A selective opportunity for professionals prepared to learn, perform and lead with integrity.

A diverse group of accomplished financial professionals collaborating in a refined office
High standards · Meaningful workA career measured by the confidence you help others build.

A profession with consequence

The opportunity is meaningful.
So are the expectations.

Financial services can offer unusual room to grow, lead and make a measurable difference in people’s lives.

It also asks a great deal of the professional: disciplined learning, relationship building, regulatory responsibility, resilience and an unwavering commitment to client service. SLA is willing to train high-potential people—but the candidate must bring the character and effort that cannot be trained.

01

Character before charisma

Trust, discretion and accountability matter more than a polished first impression.

02

Ambition with discipline

The desire to build must be matched by consistent preparation, follow-through and professional conduct.

03

Coachability without passivity

Strong candidates welcome guidance, ask thoughtful questions and take ownership of applying what they learn.

04

Confidence grounded in service

This work requires conviction, but the client’s interests, circumstances and understanding remain central.

Who tends to thrive here

Professional by nature.
Driven by purpose.

We are particularly interested in people who communicate confidently, respond well to accountability and understand that a durable practice is built one responsible relationship at a time.

01

Trustworthy and attentive to detail

You handle personal information and significant financial decisions with care, accuracy and discretion.

02

Comfortable initiating relationships

You are willing to prospect, network, follow up and earn conversations rather than wait for opportunity to arrive.

03

Clear, confident communicator

You can listen carefully, simplify complex ideas and speak with composure in person or by video.

04

Prepared to meet professional requirements

You can obtain and maintain applicable licenses, carrier appointments and continuing education.

05

Self-directed and resilient

You can organize your time, absorb feedback and continue performing through the natural uncertainty of building a practice.

The work itself

Serve thoughtfully.
Perform professionally.

The role extends beyond presenting products. It requires preparation, education, coordination and reliable service before and after a decision is made.

01

Build trusted relationships

Meet with clients individually—in person or virtually—to understand their financial needs, responsibilities and goals.

02

Educate with clarity

Explain insurance and annuity concepts responsibly, helping clients evaluate choices without unnecessary complexity.

03

Master the work

Develop familiarity with multiple carriers, product structures, underwriting, platforms and service processes.

04

Protect the standard

Maintain required licenses and appointments while following state, federal, carrier and organizational requirements.

A deliberate selection process

Begin with a conversation.
Earn the next step.

We look for alignment in both directions. The process is designed to make expectations clear before either side makes a commitment.

  1. 01

    Express interest

    Share your background, professional experience and reasons for considering SLA.

  2. 02

    Initial conversation

    If your experience appears aligned, we will invite you to a focused introductory discussion.

  3. 03

    Evaluate mutual fit

    We discuss expectations, licensing, working structure, compensation and what responsible growth requires.

  4. 04

    Prepare to perform

    Selected candidates move into the appropriate licensing, training, appointment and onboarding process.

Specific opportunities may involve licensing, carrier appointments, independent-contractor arrangements and commission-based compensation. Complete terms are explained during the selection process and documented before engagement.

Confident this could fit?

Introduce yourself
with intention.

We review every complete submission, but we contact only candidates whose background and perspective appear aligned with a current or developing opportunity.

Your information is handled privately. Résumés are accepted only as screened PDFs and are available solely through the protected SLA administrator area.

Submitting an expression of interest does not create an employment, contractor or agency relationship.