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I run a group in a national financial services firm that grows through independent 1099 advisers, paid strictly by commission. My next cohort begins soon, and I’m ready to compensate someone who can introduce motivated people to our fully-remote training pathway. Here’s the snapshot of the opportunity you will be promoting to candidates: • Zero prior industry experience required. • Training delivered through structured online courses and group meetings at low/no cost to them. • On completion, they operate as independent financial consultants—never W-2, no hourly wage, earnings based on the business they write. The people you bring in must demonstrate: • Strong communication skills • Sales aptitude + an Interest in Learning a New Skillset • Analytical thinking + an Interest in Working with People • A strong network of people who are underserved wrt financial help/literacy (church groups, professional service organizations, etc) • Ability to Invest about $500-$800 in Obtaining a State Insurance License Using our Training System What I need from you 1. An bid for a fee for an initial test cohort of 10 leads to be paid in below milestones a. Initial 40% payment to Initiate Search b. 40% Payment upon delivery of the lead information (10 leads in this cohort) within 1-2 weeks of initiation c. 20% Payment Once Those Leads Have a > or = 90% Attendance Rate for Initial Meeting with My Organization (or additional leads are supplied to result in 9 meetings) 2. A simple spreadsheet (name, email, phone, brief note on their background related to “must demonstrate”) so my onboarding team can make contact within 1-10 business days. Lead criteria • All leads are US-based adults legally able to work as independent contractors with a US SSN and no criminal history. • Each lead confirms that they understand compensation is commission only. • Each lead understands that there will be an up-front cost of between $500-$800 for them to train/obtain state licensing in the state they reside using our onboarding/training process. Feel free to use social media outreach, job boards, referral networks, or any ethical sourcing method—you know your craft better than I do. I’m ready to purchase initial test cohorts then scale up together provided the results are positive.
Project ID: 40443847
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Active 4 days ago
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12 freelancers are bidding on average $421 USD for this job

The fact that you’re filtering for attendance quality instead of just raw lead volume is probably the healthiest part of this structure. A lot of recruiting campaigns fail because people optimize for signups instead of commitment level. Someone willing to attend meetings, understand the commission-only structure properly, and invest in licensing is a completely different lead quality tier from someone casually clicking an ad. I also noticed the emphasis on underserved community networks. In practice, candidates who already have trust-based circles like church groups, local business communities, or service networks usually ramp much faster in relationship-driven financial advisory models than people trying to cold-start completely from zero.
$700 USD in 7 days
5.2
5.2

Hey , I just went through your job description and noticed you need someone skilled in Sales, Business Development, Social Media Marketing, Project Management, Market Research and Lead Generation. That’s right up my alley. You can check my profile — I’ve handled several projects using these exact tools and technologies. Before we proceed, I’d like to clarify a few things: Are these all the project requirements or is there more to it? Do you already have any work done, or will this start from scratch? What’s your preferred deadline for completion? Why Work With Me? Over 260 successful projects completed. Long-term track record of happy clients and repeat work. I prioritize quality, deadlines, and clear communication. Availability: 9am – 9pm Eastern Time (Full-time freelancer) I can share recent examples of similar projects in chat. Let’s connect and discuss your vision in detail. Kind Regards, Zain
$250 USD in 6 days
3.4
3.4

Hello, I’m very interested in helping you source qualified candidates for your upcoming training cohort. I understand you are looking for motivated people who fully understand the commission only structure and licensing investment before entering your onboarding process. I can assist with sourcing and pre-screening candidates through social media outreach, referral communities, online networking, and ethical lead generation methods. My focus will be on finding people with communication skills, sales potential, strong networking ability, and genuine interest in financial growth and learning. What I’ll deliver: ✔ 10 qualified US-based leads ✔ Organized spreadsheet with contact details and background notes ✔ Candidates who already understand the commission-only structure and licensing cost ✔ Focus on attendance quality and responsiveness I understand that quality matters more than quantity, so I will prioritize serious prospects who are more likely to attend meetings and continue through onboarding. A few quick questions: 1. Which US states are your primary target? 2. Do you already have a landing page or onboarding presentation? 3. Would you like warm outreach leads or job board applicants? I’m ready to begin immediately and would love the opportunity to support your first cohort and build a long term working relationship. Best regards, Fathia Quazeem
$500 USD in 7 days
0.0
0.0

As a seasoned professional in Business Development and Lead Generation, I am equipped with the skills necessary to attract the best financial consultant trainees for your remote training pathway. My strong communication skills combined with an analytical thinking aptitude make me proficient at identifying individuals who are deeply motivated to learn new skillsets and excel in their efforts.
$500 USD in 15 days
0.0
0.0

Hi I am very interested in assisting you with sourcing motivated candidates for your independent financial consultant program. With experience in lead generation and network outreach, I specialize in connecting the right people to opportunities that match their skills and interests. I can deliver an initial test cohort of 10 qualified leads who meet your criteria: strong communication, sales aptitude, analytical thinking, interest in financial services, and the ability to invest in state licensing. All leads will be US-based adults legally able to work as independent contractors, understand the commission-only compensation model, and acknowledge the upfront training cost. I will provide a simple spreadsheet with each lead’s name, email, phone number, and a brief note on their relevant background for quick onboarding. I propose the milestone payments you outlined: 40% to initiate the search 40% upon delivery of the 10 qualified leads 20% once ≥90% attendance is confirmed for the initial meeting I am confident in my ability to identify motivated, high-quality candidates and help you build a successful cohort efficiently. Best regards,
$400 USD in 3 days
0.0
0.0

Hello, Leveraging my 9+ years of experience as a Senior Full Stack & DevOps Engineer, I have designed and built intelligent systems with real-world impacts. I have the proven ability to deliver scalable backend systems and develop intuitive, user-friendly UIs - skills that will be invaluable in recruiting, onboarding, and managing your second finance consultant trainees cohort. My extensive knowledge in AI and Machine Learning would also prove beneficial for our future scalability. As a self-starter with exemplary project management abilities, I am well-equipped to take the lead in sourcing candidates for the test cohort of 10 leads you require. My network is considerable - built over the years through ethical sourcing techniques like social media outreach and referral networks. This coupled with my strong communication skills, analytical thinking, and keen interest in learning ensures candidates approached are a perfect fit for the opportunity at hand. Moreover, I am result-oriented and focused on system reliability and long-term success. These traits will come to the fore in ensuring not only prompt delivery of quality leads but also an impressive attendance rate for the initial meetings. Above all else, I value productive partnerships - rest assured I'll work tirelessly to exceed your expectations throughout our collaboration on this project. Thanks! Chibike
$555 USD in 4 days
0.0
0.0

✋ Hi There!!! ✋ The Goal of the project:- Source and deliver a test cohort of 10 qualified US-based independent financial consultant leads who meet all training and compensation criteria I have carefully read and understood your need for motivated candidates with strong communication, sales aptitude, analytical thinking, and an existing network, able to invest in licensing and commit to commission-only work. I am the best fit for this project because I have 9+ years experience in lead generation, social media outreach, and business development across the US market. * Identify and qualify 10 US-based candidates matching your criteria * Provide a spreadsheet with names, emails, phones, and brief background notes * Ensure >90% attendance rate at initial onboarding meetings I provide basic services including lead research, data management, testing, full delivery of lead information, and essential documentation. I have successfully sourced high-quality leads for commission-based training programs and remote professional roles. Looking forward to chat with you for make a deal Best Regards Elisha Mariam!
$251 USD in 11 days
0.0
0.0

Hi there, I have carefully reviewed your requirements for sourcing 10 motivated candidates for your remote financial training pathway. I understand the specific criteria: US-based adults, clear background, willingness to work on a commission-only basis, and readiness to invest $500-$800 for their state insurance license. Why I am the best fit for this project: Targeted Sourcing: I specialize in finding candidates who aren't just looking for a 'job' but are looking for a business opportunity. I will use LinkedIn, specialized job boards, and referral networks to find people with the right sales aptitude and community influence. Strict Vetting: I will personally pre-screen each lead to ensure they understand the $500-$800 licensing cost and the commission-based structure before they reach your spreadsheet. This ensures a high attendance rate for your initial meeting. Organized Delivery: I will provide a clean spreadsheet with all the required details (Name, Email, Phone, and Background Notes) within the 1-2 week timeframe.
$500 USD in 10 days
0.0
0.0

Greetings I can surely help you for Source Independent Financial Consultant Trainees (Cohort 2) I am in the IT industry since more than a decade and serve so many clients in building and rebuilding websites, software, and applications I have strong hands-on different cms like webflow, Wordpress, shopify, squarespace, wix and on different programming languages like PHP, Laravel, React, Node.js, HTML, CSS, And I did the migration from HTML to click funnels. I have made so many websites (E-commerce, WordPress, Classified admin, WooCommerce, etc.), bots, softwares, and Mobile applications (Android, IOS, and Huawei Play store) in my entire career. I have strong hands on both the front end and back end. Currently, I am part of the team who are dealing with miscellaneous tasks in dubizzle and Mzad Qatar including design and layouts and they both have more than 1 million users. I believe that you are looking for a web designer and for sure you will get your end desire result with plagiarism-free work and with better quality as I am assuring you this. Package deals can also be done for long-term collaboration as per the client's requirement. Kindly do come on chat so that we can discuss project details further more.
$250 USD in 2 days
0.0
0.0

i have 6 years of experiencein social media marketing, connecting organizations with the right audience. My vast network and expertise in digital marketing strategy would prove valuable in finding leads for your training program. Incorporating proven methods like social media outreach, job boards, and referral networks, I'll effectively tap into underserved communities to find motivated individuals seeking to change their career trajectory in the financial services. As a full-stack developer proficient in MERN stack and experienced in data handling, I am comfortable with maintaining detailed spreadsheets. This, combined with my organizational skills, ensures that the contact information for the leads will be promptly delivered to your onboarding team for necessary follow-up, within 1-10 business days upon completion of the task. Moreover, being client-oriented is my utmost priority. Therefore, I'm willing to stick to your suggested payment milestones as well as undertake comprehensive vetting of each provided lead. Additionally, my unlimited revision policy ensures that you are satisfied with the delivered work before any payment is made. Embarking on this project together means scaling up based on positive results. Let's initiate this game-changing journey today by clicking "Hire Me"!
$500 USD in 7 days
0.0
0.0

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