Become A Pearson Financial Services Referral Agent
Flexible income, professional training, and exclusive access to refer clients to a trusted financial services company.
Our Referral Agent Program is free to join, but it is invite-only. Everyone may submit an application, but not everyone will be accepted. We are only looking for motivated individuals with a strong social media presence, consistent online activity, confidence on camera, and the ability to represent the Pearson Financial Services brand professionally.
Ideal for influencers, content creators, and community leaders who want to turn their influence into an additional income stream.
Help People Access Tax Preparation and Financial Services
As a Pearson Financial Services Referral Agent, you will share your unique referral link online and earn payouts for each paid client you refer.
This role is ideal for influencers, content creators, and community leaders who are already active on social media and comfortable promoting services.
Promote Trusted Services
Share your personalized referral link across your social media platforms, email list, or community groups and direct your audience to a trusted financial services provider.
Leverage Your Voice
Use short videos, posts, and stories to educate your audience about Pearson Financial Services tax preparation and credit-related solutions.
Represent the Brand
Maintain a professional presence online, follow program guidelines, and support Pearson Financial Services’ reputation as a reliable partner for your community.
Minimum Requirements To Be Considered
Pearson Financial Services is selective for this program. Review the minimum criteria below before submitting your application.
Simple and Competitive Referral Payouts
Referral payouts are based on performance. Only paid client referrals count toward your payout tiers.
Earn More as You Refer More Clients
Your income potential increases with your performance. The more paid tax preparation clients you refer, the higher your per-client payout becomes.
- First 25 paid clients referred: $50 each
- 25 to 75 paid clients referred: $75 each
- 75+ paid clients referred: $125 each
- Credit repair referrals: $25 flat rate per paid client
Referral payouts are tied directly to paid client activity. Only completed, paid client services count toward your payout structure and tier.
You’ll receive clear reporting on your referrals so you can track your results, spot growth opportunities, and understand how close you are to the next payout tier.
How The Application Process Works
We keep the process simple and performance-led so you can focus on creating content, supporting your community, and earning referral income.
Apply To Become A Referral Agent
If you meet the minimum requirements and are excited to represent a trusted financial services company, complete the application below to be considered.
Trusted & Transparent