Pratt and LeFevre · 1 month ago
Affiliate Partner - Financial Planner/Advisor
United States
Contract
Remote
Mid LevelPratt & Lefevre Corporation partners with established Financial Planning, Estate Planning, and Wealth Management professionals. They are seeking an Affiliate Partner to help provide their proprietary Business Structuring and Cash Flow System to clients, enhancing income opportunities and securing financial legacies.
AccountingConsultingFinancial ServicesOffice Administration
Responsibilities
One client appointment per month, minimum - Three per month or more preferred
One client closing per quarter - one client closing per month or more preferred
This position can be adapted to your needs/availability
12.5% for scheduling appointments with a Pratt and Lefevre Account Executive with your client and attending and assisting the Account Executive with your client
25% if, after assisting a few times, you'd like to manage the full sales process yourself to double your commissions as a full an official Pratt & LeFevre account executive
Qualification
Required
Financial Planning/Advising Professional or related field with client base
Available to prioritize training time
Willingness to set goals and be accountable for achieving them - what works for you?
Strong communication skills and understanding of sales process
Benefits
Complete training provided - enhance your financial planning knowledge and skills.
Company
Pratt and LeFevre
Pratt and LeFevre Corporation is much more than an accounting and tax firm.
Founded in 2008
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Riley J. Neilson
Strategic Partner
Company data provided by crunchbase