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Referral Coordinator

.Deviate Financial is seeking a Referral Coordinator to act as a liaison connecting clients and setting appointments for no-cost consultations by an advisor in financial services. Services regarding:

  • infinite banking
  • retirement planning
  • payment comparison
  • asset protection
  • income protection
  • final expense planning
  • life insurance
  • pension review


Opportunities for advancement into advising within brokerage can be discussed in interview process. Interviewee should have good networking capabilities. 

  • Next Day Pay
  • Work as much or as little as you want.
  • No calling leads
  • bonuses available based on performance
  • Coordinators that wish/are chosen to be hired on full-time as advisors have a separate job description/benefits including paid vacations and residual income/ and pay scale that can be gone over in interview.