Apply to Become an Envoy Partner.
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Make sure there are openings in your area.
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Make sure you meet the following qualifications.
Willing to sign Envoy’s Statement of Faith
Minimum of 3 years in the Financial Services industry
$30 Million of AUM
Have a Series 65 license
Demonstrated services to Churches or 501(c)(3) entities or key decision makers
Able to bring initial Plan opportunities in first 90 days of Agreement
Will represent Envoy in a God honoring fashion
Demonstrate a commitment to values-based investing, including BRI
Have the capacity to produce 5 Plans per year