Your Transition Specialist will arrange for you to meet with our business development
and sales support teams. Based on your practice and interests, we will construct
a customized agenda to maximize your time and learning. These professionals will
work with you to map out sales and product strategies and, most importantly, help
you identify opportunities to grow your business. Your Specialist will
also introduce you to the professional development programs that will help you take
your career and practice to the next level.
Financial Advisor Sales Team (FAST)
- Toll-free, on-demand access to subject matter experts for financial, investment, insurance and retirement planning
- Pre-sale case consultation sales support team
- Sales, marketing and business planning strategy experts
- Mutual fund sales support
Regional Directors - Investment Sales
- Investment product expertise and training
- Point-of-sale support
- Client and prospecting events
- Liaison to Investment Management Division
- Timely information and sales strategies
- Insurance and annuity sales strategies
- Key practice management steps
Financial Planning
- Training and development on planning process and software
- Dedicated plan support
- Resources and marketing materials
Retirement Plan Sales
- Retirement plans expertise and training
- Point-of-sale support
- Timely information and sales strategies
- RFP assistance
- Liaison to strategic partners
- Service and information to third party administrator
Career Support Programs
- Continuing education (CE)
- Career Enhancement Conference (CEC)
- Sales skills development program
- Recognition and incentive programs