Many retired executives are interested in part-time business opportunities that allow them to leverage the professional relationships they've spent their careers building. SEI's Referral Alliance provides retirees with retirement income opportunities designed to meet their availability and their schedules.

The Process

The first step in the process is to truly build an "alliance" between the retired professional and SEI. SEI's Referral Alliance first will look to help educate its members on SEI’s retirement solutions and financial tools for managing assets within corporations, healthcare organizations, nonprofits, multiemployers and municipalities. The goal here is to make certain that the new member is fully comfortable endorsing SEI's financial solutions and services. Once the member is comfortable, they will work with SEI on identifying and prioritizing targeted prospects with whom the member already has a strong, credible relationship. They will then try to engage their contact for a one-hour introductory meeting with an SEI salesperson.

Minimal Time Committment

SEI's Referral Alliance truly offers part-time retirement income opportunities for its members as the member completely dictates the amount of time they invest into the relationship. After the initial introductory meeting, SEI will run the entire sales process and the time commitment of the member is very minimal.

Retirement Income

For minimal time commitments, the member has an opportunity to provide value to their many contacts, while also adding retirement income. If SEI wins the business, the member will receive a percentage of SEI’s revenue for the length of the client relationship.