Forgent Platform - Essential FAQs
For Candidates
Forgent is a specialized hiring platform built exclusively for the financial services and insurance industries. We match talented professionals with careers in insurance, wealth management, and financial planning where your skills truly matter.
Unlike general job boards, Forgent eliminates the frustration of applying to irrelevant positions. We only show you financial services opportunities, let you showcase what you're capable of beyond your resume, vet every firm to ensure real jobs, and provide clear communication throughout—no ghosting or guessing.
Our AI agent has a conversational goal-setting session to understand what makes you unique and what matters most to you. Then we use proprietary assessments and finely-tuned matching that goes beyond keyword screening to find opportunities where you'll truly fit.
Yes, Forgent is completely free for candidates.
We specialize in insurance (agents, brokers, underwriters, claims), wealth management (advisors, portfolio managers, planners), and financial planning (CFPs, retirement specialists, consultants).
For Employers
Forgent replaces overwhelming stacks of generic applications with pre-qualified candidates who understand the unique demands of financial services work. We streamline your hiring from start to finish so you can focus on growing your business instead of sorting through irrelevant resumes.
Our AI agent learns what makes your firm unique and what matters most to you through a conversational process. We then use proprietary technology to match you with candidates who have the right skills, experience, and cultural fit—going far beyond basic resume screening.
We eliminate resume overload by providing only pre-qualified financial services professionals. Our candidates understand your industry, have been assessed for fit, and are genuinely interested in financial services careers. This means faster hiring, better matches, and stronger teams.
Because every candidate on our platform is focused on financial services careers and pre-qualified through our assessment process, you'll see relevant matches much faster than traditional job boards or recruiting methods.
Contact us to discuss pricing based on your specific hiring needs and company size.
General Questions
For job-seekers, simply visit our platform and create an account. We'll then take you through our proprietary process to learn about your skills and career goals. For employers, we'll conduct an intake interview to understand your firm's needs and culture. Then our matching begins.
Yes, we implement robust security measures appropriate for the financial services industry, including compliance with relevant regulatory standards.
Yes, our platform is fully accessible on mobile devices.
Our team works closely with both candidates and employers to ensure successful outcomes. We provide ongoing support and coaching throughout the process.