Information Request Form

Client Ambassador Application
Name

First NameLast Name
E-mail
example@example.com
Phone Number

Area CodePhone Number
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Social & Community Presence
Do you use social media? If yes list platforms & usernames (FB, IG, TikTok)
Are you active in any groups or communites?

ChurchSchool/PTANeighborhood groupsSmall business groupsWorkplaceother (please explain)
Have you ever referred clients or promoted a service before? If yes briefly explain
Have you ever worked in

Customer ServiceSalesMarketing/ PromotionsFinance or Tax related workNone of the above
Why do you want to become a client ambassador w/ Euqinrahc Financials?
How many clients do you realistically think you could refer during tax season?

1-56-1011-2525+
Are you comfortable only referring clients and not giving tax advice?
Do you agree to keep all client information confidential?
Do you understand compensation is per successful filed client?
When are you most avaliable to promote and communicate?

WeekdaysEveningsWeekends
Agreement Acknowledgement
I understand this is a 1099 independent referral role

I understand payment is based on approved referrals

I agree to represent Euqinrahc Financials professionally
Signature

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Client Ambassador Application