Clients under Boss’s Rep Code?

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Sep 13, 2007 4:07 pm

I have been working for a small investment firm for a few months. I was hired to perform assistant duties for the first 4 months (the assistant was on a leave of absence) and then take on a role of maintain/servicing existing clients while having the responsibility of bringing in new business. My first few months were basic assistant duty and during that time I passed my 6 and 63. The assistant came back a few weeks ago and I am still doing the complicated assistant duty but now my boss wants me to bring in my prospects (which I expected) but, place them all under his rep code without compensation.

Any suggestions/advice?

(Along with my 6 and 63, I have my Life/Accident and Health Insurance licenses)


Sep 13, 2007 5:57 pm

Were you hired as a w-2 employee, or were you hired as 1099. Are you currently compensated by commission, are you allowed to be compensated by commissions or must you receive a salary plus bonus?


Is this rep code tracking only under the boss's #, or is it a joint number.