New Prospects for Financial Planners & Insurance Advisor

Building a qualified prospect list is a simple four-step process illustrated above

Resumes have always been a valuable source of getting qualified prospects for Financial Planners and Insurance Advisors.

A positive lead prospect almost always meets the following criteria which are majorly provided by resumes:

• Income 

• Age

• Location 

• Job / Salary 

• Others 

CandidateZip parses resumes and filters data to provide a qualified prospect list. There is no need for coding and the set up requires only a few minutes.

It will automatically pick up data from your emails, G Drive or any other account to parse and push intelligent data points into the CRM you use for instant access and action.