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Alliance Opportunities
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Independent Advisor's
Description
Title:
Independent Financial Services Representative
Hours: Schedule own marketing and
consulting hours
Fees:
Provide supportive services; commissions and hourly fees based on nature of
work.
Investment Club Orientation referrals: earn % of enrollment fees; plus bonuses as advisor for investment clubs There will also be opportunities to earn or invest in an equity position.
Personal
Characteristics: Must be
comfortable with entrepreneurial culture. Must be dependable, able to work
within a team concept and be committed to the delivery of quality customer
service. Must also be able to work with a diverse population.
Contract Requirements:
BA or equivalent is preferred, but not required. Experience marketing and
selling services in one or more of the following areas would be
helpful: HR, employee benefits, payroll, accounting, real estate, insurance, mortgage refinancing or events planning. Must also be computer literate and able to facilitate small group
presentations. Proposed Duties: Provide quality products and services to referrals made by The Financial-Quest Group. Educate and advise your clients about how to support financial goals through their mortgages. Illustrate how to reduce monthly mortgage payments and create a savings fund. Coordinate application process with major financial institutions to qualify applicants; or Identify and refer small business owners to orientation process for DPO services. Identify small business associations for DPO seminars. Assist with coordination and facilitation of local DPO seminars. Identify and refer individuals to investment clubs orientation process. Assist with organizing and advising local investment clubs. Be available as a consultant for DPO projects when required. How To Apply: To continue with the orientation, use one of the following methods to submit your profile or resume. We’ll forward an introduction summary to qualified respondents. (No phone calls, please.)
A representative will follow-up. However, a profile or resume will be required to complete the orientation process. If you've submitted a profile and reviewed our introduction summary, click here to complete our Alliance Readiness Questionnaire. A representative will follow-up to complete this phase of the orientation. |