WE PUT PEOPLE IN BUSINESS FOR THEMSELVES.
JOIN THE TEAM!
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Please Select your area/s of interest
*
Referral Partner
Agent Role
I would like help with my own financial plan
Other
What is your time zone and what city and state do you live in?
*
Are you over 18 years old?
*
What language do you speak?
*
English
Spanish
Bilingual
Do you have a clean background?
*
Yes
No
What best describes you?
*
Dislike current job (I’m looking for a career change with better income potential)
Want to earn extra income(love what I do, but part-time income would make a difference)
Financial Education (I want to learn how to win the money game)
I love helping people (I believe in making a difference and helping others)
I want to own a business (I dream of having my own business)
I would like help with my own financial game plan
Are you familiar with Zoom?
*
Yes
No
I can learn
Who is your current employer, how long have you worked there, and what is your occupation?
*
Please answer each of the following questions:
Have you ever been responsible for hiring or training associates?
If yes, describe
*
Do you have any prior experience with sales or marketing?
If yes, describe
*
Do you have Insurance or Investment License?
If yes, describe
*
We work in a highly regulated industry. For background screening purposes, have you ever been charged with, convicted of, pled guilty to or No contest to a felony or misdemeanor (other than traffic violation)?
If yes, describe
*
On a scale from 1-5 how motivated are you to learn how money works and become financially independent?
*
Worst
1
2
3
4
Best
5
1 is Worst, 5 is Best
Is there anything that you’d like to add in order to get ready for our meeting?
What language do you speak?
*
Please Select
English
Spanish
I’m bilingual
Please
Please check the box of the characteristics that you most identify with. (You may choose multiple)
*
Self-Motivated & Drive: A go-getter attitude with the ability to work independently and stay focused on goals.
Strong Work Ethic & Persistence: Consistent effort, even when results aren’t immediate, and the ability to keep going in the face of rejection.
People Skills & Relationship Building: Ability connect with people, build trust, and maintain long-term relationships with clients and recruits.
Resilience & Adaptability: Bouncing back from setbacks and adjusting strategies as needed to overcome challenges.
Leadership & Team Building: Developing and empowering a team of agents, leading by example, and creating a supportive, motivating environment.
Download Resume if you have one
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