People often ask how I went from financial services to building AI sales systems. The truth is, the path wasn’t as disconnected as it might seem — every step taught me something I use every day at More Opportunity.
Learn to Sell by Serving
My early career was in financial services — a world where trust is everything. You’re asking someone to trust you with their life savings. There’s no shortcut for that. I learned that the best sales process isn’t really about selling at all — it’s about understanding what someone actually needs and building a relationship around that.
That experience shaped how I think about sales systems today. When we build AI follow-up sequences at More Opportunity, the goal isn’t to blast people with automated messages — it’s to create touchpoints that feel personal and relevant, even at scale.
Build What You Can’t Find
By 2024, I was ready to build the thing I’d been looking for as a practitioner. More Opportunity was born out of a simple insight: most entrepreneurs are great at their craft but terrible at building repeatable systems for lead generation and follow-up. I combined my sales expertise with AI tools like ManyChat, GoHighLevel, and Charlie AI to create those systems.
Kevin Jacobson Jr. and I position ourselves as “salespeople who learned to build AI — not engineers who learned to sell.” That distinction matters. We understand the conversations that close deals because we’ve had thousands of them ourselves.
Scale Through Partnership
Co-founding Levrg AI with Kevin was the natural next step. While More Opportunity delivers done-for-you growth systems, Levrg AI builds the SaaS tools that make it possible. Together, we’ve served 300+ clients and generated 61+ case studies documenting real results.
The financial services background wasn’t a detour — it was the foundation. Everything I learned about trust, relationships, and serving people informs how we build AI systems that feel human, not robotic.
Related Reading
This career journey provides the backstory for what a growth partner actually does and how the SSS Framework was developed from real practitioner experience. For the AI tools that Josh now deploys for clients, read GoHighLevel: The Platform Behind AI Sales Systems and How AI Is Changing Revenue Operations in 2026.
Josh and Kevin co-host the Entrepreneurship Sucks podcast, where they share the real stories behind building these businesses. See the full network of people Josh collaborates with on the Connections page, and read more on the About page.
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