CROWN & MERIT FINANCIAL / INTAKE SUPPORT

Make the first
connection.

Support warm prospects as they take the next step toward a licensed producer review—from the comfort of your home.

Start your application ↗

Remote · Work from home · Warm leads · No cold calling

C&M

01 / POSITION OVERVIEW

Clear process.
Meaningful handoff.

As a Remote Intake Support Coordinator, you will contact people who have already requested information, confirm approved intake details, and schedule a conversation with a licensed producer. No cold calling, quoting, recommendations, or licensed advice.

02 / COMPENSATION

Completion-based
pay.

Not hourly. Not commission.

Intake Coordinators are paid for each completed and verified licensed producer review resulting from their intake work. A sale is not required for the Intake Coordinator to receive qualifying compensation.

Level 1

$50Per completed & verified producer review.

Level 3

$100Per completed & verified producer review.Eligible for advancement review after 15 total completed and verified reviews, subject to sustained quality, reliability, documentation, and compliance.
Weekly Performance Bonus — +$25When 3 or more verified producer reviews are completed in the same week.

What counts as a completed & verified review?

Compensation becomes payable only when:

  • the Intake Coordinator’s intake work is complete, usable, and compliant
  • the licensed producer review is properly scheduled or rescheduled
  • the prospect actually completes the licensed producer review
  • required notes and documentation are complete and timely
  • the producer outcome is documented
  • the completion is verified by an authorized Crown & Merit reviewer
  • there is no disqualifying compliance or documentation issue

Assignment volume and earnings are not guaranteed. Compensation is based on verified completed producer reviews, not hours worked.

Apply now ↗

03 / APPLICATION

Tell us how
you work.

Fields marked with * are required.

Step 1 — Contact & Basic Information