Licensing & 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.
Thank you. Your reference sheet has been successfully received.
We appreciate you taking the time to provide these references.