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INTERESTED IN BECOMING

A UNITED FIRST FINANCIAL

 SOFTWARE AGENT?

Ted has opportunities for people who preferably have experience in the financial services field.  Equally important for him are other factors.  You must like to work with people and be willing to make an extra effort for the client’s best financial interests.

Each agent must complete a certification before they can make a commissionable sale of the Money Merge Account ™ product. 

Each agent will do two or more combined client sessions with Ted. It is his responsibility to train his agents. The training will make sure that a new agent understands how to communicate the product and will not misrepresent the product functionality to potential clients.

Our corporate expectation is that each United First Financial software agent be trained to represent the Money Merge Account ™ software product clearly and accurately.  Our sole purpose is to ensure that our clients make the decision about the Money Merge Account ™ software product based on value for them.


Ted Cline
Cline Financial Solutions Inc.

FL:      954-384-7289
TX:      214-774-4955
Toll Free:  877-576-6230



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