Seminar Presenter – Educational Retirement Workshops

Seminar Presenter – Educational Retirement Workshops

The Seminar Presenter is a 1099 contractor (with growth potential) responsible for delivering live, in-person educational retirement workshops to 50-70 year olds approaching or in retirement. This role is engaging in nature, based on education and information. The presenter will deliver story-based teaching presentations, and will not be advising on any financial products or services.

The Seminar Presenter generates 1st appointments with qualified prospects—opportunities to have a private advisory conversation with a professional financial advisor at no charge, with no risk of sales pressure.

• Learn and use the Leverage Planners formatted presentations, as designed and refined by Anthony Robbins’ original Lead Speaker (1989‑1994) and Leverage Planners Senior Advisor, David Donhoff.
• Deliver retirement education workshops clearly and calmly.
• Set participant expectations honestly and respectfully.
• Schedule qualified prospects who want to schedule an advisory session, at no charge or risk, with a Leverage Planners financial advisor.
• Filter out participants who do not meet qualification criteria.

This role does not include:

• Financial advising, selling products, or services.
• Persuading participants to make financial decisions.
• Using urgency, scarcity, or high‑pressure tactics.

After the workshop, book qualified prospects who want to schedule an advisory session at no charge or risk, with a Leverage Planners financial advisor. Presenters do not discuss, recommend, or sell specific financial products.

A “qualified first meeting” meets the following criteria:

• Attendee keeps their scheduled first meeting.
• Attendee has $500,000 or more in investible assets (excluding real estate).
• Attendee wants a comprehensive, tax‑efficient, safety‑first planning approach.
• Attendee is not expected to be pre‑decided on the firm.

Bonus compensation is tied to appointments kept by qualified prospects only; bonuses are not paid for attendees who do not meet these criteria or who do not attend the meeting.

• Compensation includes base pay per workshop plus a performance‑based bonus for kept, qualified first meetings.
• Bonus per qualified meeting is determined by your monthly kept‑rate:
  • Below 60% kept‑rate: $0 per qualified meeting
  • 60–69% kept‑rate: $25 per qualified meeting
  • 70–79% kept‑rate: $50 per qualified meeting
  • 80% or higher kept‑rate: $75 per qualified meeting

The presenter’s role is to engagingly educate and secure 1st appointments;
Leverage Planners Advisors conduct the 1st appointments. Bonuses are only paid for meetings that are both kept and qualified, as defined in the “Qualified First Meetings” section.

• Workshops are offered 4–10 times per month.
• Contractors provide their availability in advance, each month.
• Schedule is flexible; volume may increase based on mutual agreement.

• Engaging and commitment‑generating public teaching skills.
• Ability to simplify complex topics accurately, clearly, and calmly.
• Ability to use “story selling” to prequalify prospects respectfully.
• Strong follow‑through and execution mindset.

Preferred:

• Experience in corporate, nonprofit, or professional event hosting.
• Radio, television, or media presentation experience.
• Comfort in a flexible, performance‑based 1099 role.

• Paid Try‑Out Audition: $200 for a 20‑minute teaching demonstration
• Base Pay: $500 per workshop (1–2 hour session; prep time not included)
• Performance Bonus: $25–$75 per kept, qualified first meeting, based on kept‑rate tiers above.

This is a contract 1099 role; no benefits or W2 employment are included. Compensation is based on events accepted and kept, qualified first meetings only.

• Schedule:
  
  Flexible, contractor chooses which events to accept.
• Travel:
  Minimal.

Leverage Planners is an equal opportunity employer and values diversity. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.