Cooks Financial Sub-Broker Interview Questionnaire

Full Name *

Email *

Phone

Who referred you

1. Tell us about your background and experience in sales, real estate, or financial services. *

2. What interests you about becoming a sub-broker with Cooks Financial? *

3. Have you ever sold high-ticket packages before? If so, what was your approach? *

4. How comfortable are you with promoting passive income opportunities like Airbnb Co-Hosting? *

5. Are you currently working with any other funding company? *

6. What types of clients do you typically work with or have access to? *

7. How many clients would you realistically be able to introduce to Cooks Financial in your first 30 days? *

8. Have you referred clients to funding or business credit solutions before? *

9. What is your preferred method of outreach (cold calling, networking, social media, events, etc.)? *

10. Are you comfortable using CRM systems to track referrals and commissions? *

11. Do you understand how residual income and commission structures work? *

12. How do you handle client objections or skepticism around investment programs? *

13. What makes you different from other brokers or consultants in this space? *

14. Are you coachable and open to weekly team calls or performance check ins? *

15. What are your long-term goals as a partner with Cooks Financial? *

16. Have you ever worked under a performance-based compensation model before? *

17. Do you have any compliance, licensing, or legal experience in finance or real estate? *

18. How soon are you ready to begin onboarding clients and earning commissions? *

19. Do you have any questions about how the sub-broker program works or what’s expected of you? *

20. On a scale of 1–10, how committed are you to building long-term passive income with our program — and why? *

Scale of 1-10
Why?

Your Signature