Whether you call them agents, sales representatives or financial planners, the truth is that in today's (and tomorrow's) increasingly competitive financial services environment, insurance advisors are under pressure. force is increasing. Regardless of their stage of development, they are expected to grow sales and close stores faster amid changing product landscapes, competitors, and market conditions.
In this environment, one of the keys to improving retention, productivity and profitability is to not only help new insurance consultants get off to a fast, efficient start, but also provide the knowledge and skills needed to support ongoing professional development. The Financial Planner Development Program is designed to do this and more.
Stage one: provides the basic knowledge and skills that new consultants need in their first year of business.
Second phase: designed to support the continued professional development of career consultants in their second or third year, providing the competencies needed to expand the client base and sales by selling based on needs.
Third stage: providing experienced insurance consultants with the knowledge and skills needed to move into successful financial planning.
Financial advisors will learn: How to sell in the new world of financial services The art of advising on financial solutions. Many people fail in this industry because they were never taught or never mastered the simple process of selling something to someone. FPDP views this process as a step-by-step progression from lead generation to sale.
How to manage a business as a financial planner Realize that they are the managers of their own business and how well that business is run will determine their ultimate success or failure. Most consultants have never worked in management and find this element of the career the most challenging. The course covers organizational skills, basic business finance, marketing and creativity.
How to achieve your ambitions and penetrate the market This course is great for consultants who have basic knowledge and are looking to get into the next stage. Consultants will learn how to leverage highly successful business techniques in targeting markets. They are led through the process of identifying profitable markets, developing plans to enter those markets, and developing effective interpersonal skills to best relate to the market.