Referral Source

  • Maintain professional and ethical communication

  • Track and submit referrals using GFI's systems

  • Business development

  • Outreach to qualified individuals

  • Self-Driven, and Coachable

Marketing Specialist

  • Track engagement, leads, and campaign performance

  • Assist with brand visibility and online presence

  • Create and share compliant marketing content (social media, email, text, ads, funnels)

  • Follow compliance and branding guidelines at all times

  • Drive traffic to booking links, webinars, or informational calls

Sales Associate

  • Engage with warm and cold prospects using approved scripts

  • Share GFI-approved information about services and opportunities

  • Follow up with leads via phone, text, email, or social platforms

  • Maintain accurate records of conversations and outcomes

  • Qualify interest and schedule appointments with licenced agents

Golden Stallion LLC provides personalized insurance and financial recommendations through licensed professionals only after a formal client relationship is established, including completion of required disclosures, intake, and suitability review. Information on this website is for general informational purposes and should not be considered individualized advice. Insurance products and strategies are subject to state availability, underwriting, and approval. Guarantees are backed solely by the claims-paying ability of the issuing insurance company

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