Career Opportunities

Qualifications

Though success wears many faces, our top representatives typically share several important character traits. These so-called "success factors" include:

• Ego - A self-driven motivation to sell for the sake of selling.
• Courage - The will to stay the course despite turndowns and disappointments. Successful producers learn to shed rejection.
• Empathy - Liking people, understanding their feelings and being likeable and trustworthy in respect.
• Independence/Entrepreneurial Spirit - The desire to control their own results.
• Effort - High energy and demonstrated capacity for hard work.
• Ethics/Integrity - Doing the right things for the right reasons, no matter what.
• Self-Promotional Drive - A can-do, competitive spirit.

In addition to understanding the financial products and services in their portfolio, four "core" skills must be mastered to build a successful career as a financial service professional. These are:

• Marketing - Finding enough of the right people to see and having enough of the right reasons to see them.
• Selling - Making people aware of their needs, showing how they can address them with the appropriate products and getting them to act now.
• Client-Building - Turning customers into clients.
• Business Management - Effectively and consistently performing these activities that continue to propel you forward.

These are closely related, mutually supporting skills: if you market yourself and your services to the right groups of prospective buyers, selling becomes easier. By taking a consultative, problem-solving approach to selling, building a loyal clientele becomes easier. When you maintain healthy, productive long-term relationships with your clients and treat service as a profit-center, managing your business becomes easier.

And, by managing your business effectively and pursuing continuing professional education, you can look forward to a long and prosperous career.

Further Qualifications:

• College education
• Demonstrated academic achievement
• Recognized leadership capability
• Knowledge of Microsoft Office
• Excellent communication proficiency
• Excellent organizational skills and time management
• Productivity alone or with other employees
• An outgoing and confident, yet professional, manner