Genistar
Financial servicesFinancial education and client referrals, with background checks and training before meeting clients.
Rep opportunities
Financial services opportunities
Explore roles involving financial education and customer introductions.
Companies to explore
1 company guide
Understand the role
Introducing someone to a qualified adviser is different from giving regulated financial advice yourself. Read what the company expects you to do and the training involved.
What does payment depend on?
A conversation or introduction does not necessarily lead to a payment. Completed business, training and qualification conditions may apply.
Before you join
Understanding earnings
How commission affects what you earn
Understand the advertised rate, the conditions attached and the expenses you’ll need to deduct.
Read the guideThe practical checklist
Ten questions to ask before joining
Use this checklist when you speak to a company or someone recruiting new reps.
Read the guideNot sure which opportunity to explore?
Take the quiz