I am looking for someone to contact businesses in Dallas,TX and set up appointments for me to provide them with a complimentary due diligence report for their 401k retirement plans. The report will provide the employer with details on their investments, fee structures, wrap fees, finra compliance and fidicuary responsibilities. If the plan could be improved upon I will provide an alternative plan for them to review. Must have excellent communication skills. The leads/appointment will be verified by me and I will pay per appointment.
I will provide list of companies that have 401k that fit our demographics. Typically a 2-25 person company with 500,000 to 3million in assets.