I need someone to help gather information for me to use to make recommendations to prospective clients concerning their retirement plans. This is used to sell financial products including life insurance, annuities, long term care insurance, and mortgages. Initially, this will involve finding the appraised value of a prospect's home by looking at the appraisal district online records and also some information concerning their mortgage by searching online deed records for the person.
Each prospect has provided information to me including their age, marital status, health status, type of health insurance, sources of income, types of investments they have and whether they own a home, are buying it or renting. I may also train the VA to run online insurance company software to create product illustrations to be shown to clients. I initially will have about 150 to 200 prospects which I need this information for. I have created a lead generation program and will be able to create more leads at any time. However, I need to work the leads that I have before I invest more money for new leads. This will be an ongoing opportunity, but may go back and forth from full time to part time until I can afford to continuously generate the leads.