Better hires.
Less effort.
Faster growth.
Growth in financial services is powered by one thing: the productivity of firms & producers.
But building those teams — adding new and established producers and support staff — can drain time and energy from you and your team and stall momentum. Forgent helps you build strong teams with greater confidence and less effort.
Hire the Right People, Faster
Forgent gives your team a streamlined, purpose-built hiring platform designed for financial services and insurance firms — so you can identify, engage, and hire top talent with better fit and less wasted time.
From Resume Overload to Real Alignment
Our proprietary platform pre-screens candidates for industry-specific traits, identifying top talent — fast. No more sifting through hundreds of applications or guessing at candidate fit. Plus as a Forgent partner, you gain access to our growing community of industry-engaged candidates.
A Candidate Experience That Matches Your Client Experience
In financial services, reputation matters — and your hiring process is a reflection of your brand. Forgent ensures that every candidate interaction demonstrates the same professionalism, responsiveness, and care you deliver to clients.
How We Do It
Tell us about your firm
What you need and what makes you special
Tell us about your ideal hire
What skills and traits matters most to you
Review top matches
Based on capability assessments
Make an offer
Quickly and easily
Candidate Skills We Evaluate
Communication and client-handling skills
Aptitude and interest in financial services concepts
Capability with industry specific tools and technology
Culture and team fit
We Specialize in High-Impact Roles
New & Experienced Producers
Client Service Associates & Admins
Operations & Licensed Support
Front Office and Office Managers
Our talent pool includes both industry veterans and motivated professionals from adjacent fields—carefully assessed for readiness to succeed in financial services.
