Established 2005

Team Alpha Candidate
Portal

Licensing & Reference Verification

Reference Verification

Because our representatives may operate in a regulated financial environment and handle sensitive client information such as financial records, banking information, insurance and mortgage-related details, as well as other confidential personal data, we require professional and personal references who can speak to an applicant’s integrity, honesty, professionalism, and reliability.

Additionally, because certain roles may require state or industry licenses, we also collect information regarding current or previous licensing status to help streamline the onboarding and verification process.

Interview Information

Fields marked with * are required.

Please enter the name of the person who invited you.

Financial Services Licenses & Career Options

Select all licenses that apply.
Select one option.

Professional References

Professional Reference #1

Professional Reference #2

Professional Reference #3

Professional Reference #4

Personal References

Personal Reference #1

Personal Reference #2

Personal Reference #3

Personal Reference #4

Team Alpha uses this information strictly for internal verification and character review purposes. Submission of this form does not guarantee employment, contracting, or appointment.

✅ Reference Sheet Submitted

Thank you. Your reference sheet has been successfully received.

We appreciate you taking the time to provide these references.