Now you’re ready to start the express on-boarding process.
Send an email to hiring@krahlagency.com with the subject line “Ready to Apply.”
Within 24 hours, you’ll receive an email from support@symmetryonboarding.com with subject line On-boarding Application Questionnaire. (Make sure to check your spam filter in case the email gets caught!)
While you wait, make sure you have .pdf versions of the following items ready:
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- State Insurance Licenses (if you’re licensed)
- Either a voided check [simple_tooltip content=’
- Account holder information must be printed on check
- Must be numbered #101 or higher
- Starter checks/deposit slips cannot be accepted‘](Requirements)[/simple_tooltip] or a bank letter [simple_tooltip content=’
- Must be typed on bank letterhead
- Must contain account holder name
- Must contain routing number & account number
- Must be signed by a bank representative’](Requirements)[/simple_tooltip]
- Anti-Money Laundering Training Certificate [simple_tooltip content=’AML is a quick, free way for financial services companies to meet Treasury Department rules. All agents must be AML certified.
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To certify for free (takes about 15 minutes):
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- Go to American Amicable’s Homepage
- Click Login -> Agent
- Agent No: aml
- Password: course
Save a copy of your completion certificate and include it in your application.’](What’s this?)[/simple_tooltip]
Optional: If you have E&O Insurance, you can upload your certificate to the application. If you would like to purchase coverage before proceeding (not required), you can find a discounted rate here