This job has been expired

We’re looking for motivated individuals who are ready to monetize & educate their network with the benefits of financial planning!

The position is all about cultivating & generating qualified leads for our advisors to service.

-Earn up to $100 Per Referral!
-No License Required
-Earn $1,000 with 10 Referrals getting to 3rd step
-Get paid whether Referral hires advisor or not

Must have (3) Qualifying Characteristics:

●Married ●Children ●Business Owner ●$100k Annual Income
●$20k + Savings/Ret. ●Homeowner ●Near Retirement (Age 55+)

*3-Month Referral Expiration

$15 Commission (1st Step)
Phone Conversation (5-10 minutes)
Contact Information
-Phone
-Email

$35 Commission (2nd Step)
Phone Conversation
Contact Information
1st Appointment Zoom/Teams/In person
-30-45 Min Requirement

$50 Commission (3rd Step)
Phone Conversation
Contact Information
1st Appointment Zoom/Teams/In person
2nd Appointment
-Data Gathered- Life Map, Risk Number, Client Portal, Documents