Overview

Remote Referral Partner Financial Services Cirkal Financial Services, LLC Location: 100% Remote Position Type: Independent Referral Partner Schedule: Flexible / Set Your Own Hours Insurance License Required: No Experience: Networking, marketing, sales, recruiting, or community outreach preferred but not required Your Network Has Value Learn How to Monetize It Think about the people you already know. Friends. Family. Coworkers. Business owners. Former colleagues. Parents. Teachers. Church members. Entrepreneurs. Contractors. Real estate professionals. Community leaders. Social-media connections. Most people spend years developing relationships and professional networks without ever creating an opportunity to generate income from those connections. The Cirkal Financial Services Referral Partner Program is designed to help qualified individuals learn how to monetize their personal and professional networks through eligible referral activities without becoming an insurance salesperson. You don't need hundreds of strangers or a massive social-media following. Your starting point can simply be the relationships you've already built. Cirkal Financial Services is expanding our network of non-licensed Referral Partners who can help introduce individuals, families, professionals, business owners, and organizations to financial education, protection, retirement, business, and related services. As a Referral Partner, you do not sell insurance, recommend financial products, provide financial advice, or conduct licensed transactions. Your role is simple: Identify the opportunity. Make the connection. Let our professionals handle the rest. Turn Everyday Conversations Into Potential Referral Opportunities People within your network are already having conversations about: • Retirement • Protecting their families • Starting businesses • Employee benefits • Changing jobs • Building wealth • Protecting income • Estate and legacy planning • Life insurance • Financial education • Career changes and additional income opportunities Instead of simply hearing those conversations, you'll learn how to recognize when someone may benefit from being introduced to Cirkal Financial Services. Your network becomes your potential marketplace. Who Are You Looking For? Referral Partners can build their referral activity across several target markets. Individuals & Families Potential referrals may include: • Working individuals and families • Parents and grandparents • New parents and growing families • Individuals concerned about life insurance and family protection • People approaching retirement • Retirees • Individuals changing jobs or careers • People interested in financial education • Individuals interested in learning more about building and protecting wealth Business Owners & Employers Your existing network may already include: • Small-business owners • Startups and growing companies • Companies seeking employee benefit solutions • Independent contractors • General contractors and skilled trades businesses • Real estate companies and professionals • Transportation and trucking businesses • Property management companies • Professional-service firms • Businesses interested in financial education for employees A single introduction to the right business owner or decision-maker could potentially create a significant relationship for Cirkal Financial Services. Community & Educational Organizations Potential organizational relationships include: • Churches and faith-based organizations • Schools and educational organizations • Community associations • Apartment and residential communities • Nonprofit organizations • Professional associations • First responder organizations • Community groups interested in financial literacy workshops Referral Partners who already have relationships with organizational leaders may be able to turn those relationships into introductions for seminars, worksh