Alliance Opportunities
 

Independent Advisor's Description

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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 

                        Referrals and DPO services: earn % of fees for each business referral that employs our DPO services. Fees will be paid according to phases of the DPO process completed and a maximum payout schedule. May also earn fees as a DPO-Advisor. (Fees for referrals to you from The Financial-Quest Group are negotiable.)

                        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.)  

• E-mail your resume or profile through following address (no attachments):    info@fqgroup.com  

• Mail your resume or profile to: 

The Financial-Quest Group

Attn: Advisor Plans

P.O. Box 882631

San Francisco, California 94188-2631

 

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.