Business Credit Literacy
Business Credit Literacy

Funding Proposal

Providing access to capital to small businesses including pre-launch, start-up, and established enterprises is a focus of ours.

 

Click here for a free Funding Proposal.

Career Opportunities

We are expanding rapidly and looking for the right people to help us improve the personal and/or business financial literacy of our nation.

 

FREE CERTIFICATION TRAINING

 

Your first step is to complete the free Certification Training which is described below in the YouTube video and access is provided via the PDF.

Free Certification Training
Through a Workforce Grant, earn your Certification with no expense and then apply that to assist others.
Smart Money Alliance Certification Train[...]
Adobe Acrobat document [125.2 KB]

CLIENT ON-BOARDING TRAINING

 

Learn how to on-board a new client to earn an adult income by watching the YouTube below (titled "How To On-Board Clients") or by clicking here.  

 

Why would you want to learn this?

 

1. Earn an adult income while helping others.
2. Learn about free leads and appointment setting (to get, on average, five new small business appointments per day).
3. Understand how to earn $1,250 per client (paid upfront) PLUS 5% of the client's capital raise PLUS sell a Key Person Policy.
4. Recognize how to easily generate 20+ new insurance policy sales per month.
5. Become familiar with the Regional Director role (no cost) to be a corporate trainer.
6. Open doors with a guaranteed $100,000 capital raise from a grant-subsidized program offered exclusively via our non-profit.

Need help setting appointments?  The video below has scripting, best practices, etc.

NEW BRANCH OFFICE MANAGER ON-BOARDING PACKET

 

Are you a New Branch Office Manager or considering becoming one?  Here is the on-boarding packet designed to get you off to a fast start.

Branch Manager Economic Modeling
This tool can help you project monthly income by becoming a Branch Manager. We'll assist you each month in editing key assumptions based upon your plans and preferences but this version, with very conservative assumptions, will get you started.
Smart Money Alliance Branch Economic Mod[...]
Adobe Acrobat document [141.1 KB]
New Branch Office Manager On-Boarding Packet
Please also view the Economic Model and embedded YouTube below to better understand the Branch Office role.
New Branch Manager Packet.pdf
Adobe Acrobat document [244.9 KB]

REGIONAL DIRECTORS NEEDED

 

Additionally, we are building a leadership team of Regional Directors.  Each Regional Director provides oversight and support for ten to fifteen Branch Offices.  Please view the video below to learn more.

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Copyright: Smart Money Alliance 2020