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Published byBuddy Ray Modified over 7 years ago
What’s New in the Financial Services Industry? Change is a word being attached to many industries, but none more so than the Financial Services Industry. Below are a few of the trends that define our new industry. n Repeal of 1933 Glass Steagall Act n Internet Mania n Consolidation
What is my Primary Function as a Financial Services Representative? n Building a Clientele
The Products & Services You Will Offer... As a financial services representative you will be able to offer a wide array of financial products & services. n Advisory Programs –Mutual Fund Wrap Programs –Institutional Money Management –Individual Asset Management –Fee Based Financial & Estate Plans n Retirement Planning –Investments –IRA' S 401(K) Plans, etc. –Annuities n Business Planning –Qualified Retirement Plans –Executive Compensation Plans -Continued-
The Products & Services You Will Offer... n Investments –Publicly Traded Stocks & Bonds –Mutual Funds –REIT’s Etc. n Protection –Multiple Life Insurance Products –Long-Term Care Insurance –Disability Income Insurance
The Support Your Company Should Provide... As a member of any effective financial services team, you should benefit from the training you need to build your practice and grow professionally. n Knowledge –Career Track Training Module –Satellite Training Broadcasts –Web Based Virtual University –Company Home Office Development Programs –Industry Certification - such as CFP, ChFC. n Marketing Support –Profitable & Targeted Market Place –Proven Market Penetration Strategies –Marketing Support Programs –Conventions -Continued-
The Support Your Company Should Provide... n Independence –Multiple Product Vendors –Office Site Flexibility –Flexible Hours Commensurate with Success n Unlimited Compensation –New Representative Training Allowance –Competitive First Year Commissions & Renewals –Fees on Assets Under Management –Financial Planning Fees –Benefits Such As Group Health Insurance, 401(K) Plan, Pension Plan Etc.
What Are Financial Services Companies Looking For? n Demonstrated Financial Responsibility n Campus & Organization Involvement n Possess an Entrepreneurial Desire & Strong Work Ethic n Exceptional Communication & Relationship Builder n Strong Interest in Sales Related Career
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