Consultant Ranking
Agents have a rank. A higher rank lets an agent earn commission from more levels of their downline (see Relationship Agent Ranking Distribution on the Commission page). This page shows the ranks and what is needed to reach each one. It is for reference only; nothing can be changed here.
To open it: in the left menu, click Setting > Consultant Ranking. The page heading is Consultant Rank List.
Permissions
Set in Role & Permission:
| Item | Permission |
|---|---|
| Consultant Ranking menu and page | Consultant Rankings > View |
| Column | What it shows |
|---|---|
| LVL | The rank's level, from lowest to highest |
| Rank | The rank name |
| Total Personal Commission | The total commission the agent must have been paid |
| Downline Requirement | How many direct downlines the agent needs, and the lowest rank they must have. For example, "2 Client Associate" means 2 direct downlines at Client Associate or above |
An agent needs both the personal commission and the downline requirement to reach a rank.
| Rank | Can earn ranking commission from |
|---|---|
| Client Associate | No level |
| Relationship Manager | Level 1 of their downline |
| Lead R.M. | Levels 1 and 2 |
| Group R.M. | Levels 1 to 3 |
How ranks change
- The system checks every few minutes. When an agent meets a higher rank's requirements, they move up. They can move up more than one rank at a time.
- Every new agent starts as Client Associate.
- Ranks never go down.
- Commissions that are already worked out keep the rank the agent had at that time.
You can see your own rank and your progress to the next one on the Referral Overview.