Business Development & Sales Support
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 transition specialist will also introduce you to the professional development programs that will help you take your career and practice to the next level.
- Internal sales support team
- On demand toll-free line to subject matter experts
Financial Advisors Answer Team (FAAST)
- 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
Regional Directors, Sales Support
- Training and development on planning process and software
- Dedicated plan support
- Resources and marketing materials
Financial Planning
- 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
Retirement Plans
- Continuing education (CE)
- Career Enhancement Conference (CEC)
- Sales skills development program
- Recognition and incentive programs
Career support programs
