So basically you will play a big role in prospecting ( sourcing of clients to do business with ).
A great way to start with be to start with family and friends.
So basically setting a date that I would be able to sit down and meet with them with regards to discovery products and financial planning.
The meetings take about 45mins and won’t cost them anything.
After which you will be paid accordingly for any products or services that they end up taking out with me.
If you know people with discovery products already then you will be paid to put them onto my servicing book, and that will just be a single form that they fill out.
If you’re able to come to our offices for a sit down then we can arrange that.
If there’s any other questions please feel free to contact me.