Connecting Motivated Advisors with Innovative Platforms
We don't sell products, we build futures
LEVELS OF ENGAGEMENT
COLLEGE / GRADUATE INTERN
- 6-12 month program
- Weekly Education Curriculum
- Monthly Business Development Coaching
- Mastery of Seven Step Sales Process
- Effectively Build Financial Plans
- Social Media Management
- Email Marketing
- College Credit
- Weekly Hourly Stipend
- Commission
- Bonus Opportunity
- FINRA and State Insurance Licensing
FINANCIAL REPRESENTATIVE - INDEPENDENT AFFILIATION
- Advance Planning Department Access
- Access to Product Experts for case design
- Contracting Support
- Independent Broker Dealer/ RIA access
- Compliance Support
- Affiliate with insurance carriers of your choice
- Direct Pay from Insurance Company
- Increased Payouts based on verifiable production
- Production Based Expense Allowance
- Production Based Bonuses
- No Production Minimums
Financial Advisor - NSWM Branding
- Independent Broker Dealer/ RIA
- Multiple Insurance Carrier Affiliation
- Shared Staffing Model - Contracting, Underwriting, Investment opportunities
- Proprietary Tools for Business Development
- Proprietary Tools for Client Development
- Monthly E-Newsletter to clients and prospects
- Social Media Management
- Statutory W2
- Subsidized Benefits (Health, Vision and Dental)
- 401k Plan with match
- Deferred Compensation Program
- FICA Contribution
- Education Reimbursement Program
- Annual Production Bonus
- Renewal Enhancement Bonus
- Enhanced Payouts on Grid
- Transition Monies for those that qualify
- Production Minimums $25,000 Insurance FYC
Wealth Management Advisor - New South Wealth management only
- Independent Broker Dealer/ RIA
- Multiple Insurance Carrier Affiliation
- Shared Staffing Model - Contracting, Underwriting, Investment opportunities
- Proprietary Tools for Business Development
- Proprietary Tools for Client Development
- Monthly E-Newsletter to clients and prospects
- Social Media Management
- Statutory W2
- Subsidized Benefits (Health, Vision and Dental)
- 401k Plan with match
- Deferred Compensation Program
- FICA Contribution
- Education Reimbursement Program
- Annual Production Bonus
- Renewal Enhancement Bonus
- Enhanced Payouts on Grid
- Transition Monies for those that qualify
- Production Minimums $25,000 Insurance FYC
- Additionally
- Monthly Business Coaching
- Production Based Expense Allowance
- Conference Reimbursement (based on production)
LEADERSHIP OPPORTUNITIES
Director – Independent Affiliation or New South Wealth Management Branding
- Teaming Model
- 2 reps or more
- Advisor Training Program
- Monthly Business Development Coaching
- Access to Shared Staff Model
- All benefits of Financial Advisor; if branding as NSW Team
- Overrides
- Annual Bonus Opportunity
- Production-based Expense Allowances
- Qualifying Transition Money
- Production-based Conference Reimbursement
- No Recruiting minimums
Managing Director - New South Wealth Management Only
- 5 Established Advisors or more
- Benefits of a Financial Advisor
- Management Model
- Shared Staff Model
- Monthly Business Coaching
- Enhanced Overrides
- Production-based Expense Allowances
- Enhanced Annual Bonus Opportunity
- Qualifying Transition Money
- Fixed Stipend contingent upon team and production size and ongoing recruiting and production goals
- Annual Production Minimums:
- 3 Recruits, 3 Full Time Validated Reps and $100,000 FYC
