Referral Agents: Candidate Evaluation-WLink

Referral Agent

Candidate Evaluation

Prospective candidates who wish to move forward please complete the questionnaire below. Only those candidates who present themselves as fully engaged in this process with thoughtful deliberate responses which provide insight into the candidate's ability to deliver qualified prospects from a viable warm market will be considered for an interview.

For more information, please view the video below for a brief 3 minute overview.

Important Note: The opportunity and compensation being offered is specifically designed for referrals from an established or warm market. Qualifying referrals are typically from the client base, active network, or current market of a business professional; or personal relationships (sphere of influence) of an individual with well established or meaningful connections.

Qualified Referrals must fit the minimum criteria listed below:

Net Worth: Minimum $2,000,000+

Current Liquidity: $150,000 (This is the minimum amount the prospect would have available in liquid funds)

Investment Experience: Currently (or previously) has capital invested in some type of investment vehicle or project. (stock market, retirement plans, real estate, partnerships, businesses, etc.)

Prospective applicants whose experience is primarily as telemarketers, online marketers, or similar roles engaged in cold campaigns to generate "leads" are not a good fit for the Referral Channel. This is not a sales position. We utilize an entirely separate channel for sales & marketing.

You may watch the short video below for clarification.

Prospective Agent

Questionnaire

Name of Applicant

Email Address

Mobile Phone

What is your current profession?

Do you currently have any "active" professional licenses?

Yes

If "yes", please specify:

Have you ever sold investment products or opportunities to Accredited Investors?

Yes

Do you have a client base or book of business with active HNW Clients?

Yes

Are you currently working in a market with HNW clients or middle market corporations?

Yes

What is the largest single commission you have earned on one business transaction?

What was your highest sales volume in a single year? What was the product/service?

Are you an experienced professional who will be utilizing your professional network and resources; or are you an individual (non-professional) who will be accessing your personal relationships?

Professional Network

Personal Relationships

Both

Does your client base include prospects which fit the Minimum Criteria as listed above on this page?

Clear choice

Yes

If "Yes", what percentage of your client base fits the Minimum Criteria?

Please describe the type of clients or prospects in your current book of business or the market in which you will be working and submitting referrals: