External Sales Team:

• 20 (and growing) experienced, licensed professionals are located across the country
• 12,500 meetings held with over 52,500 financial advisors in the past year
• Personalized support to advisors through branch meetings, one-on-ones, office walk-throughs, and client seminars
• Client solutions offer not just products, but solutions to help advisors address individual client needs and goals

Internal Sales Team:

• 15 (and growing) sales consultants in the home office
• 125,000 outbound calls with over 27,300 packages sent to financial advisors in the past year
• Prospecting
• Building brand awareness
• Compiling database intelligence
• Schedule/follow-up related to external office visits

Activity resulting in the desired sales goals

Weekly Sales Meeting:

• The company meets twice a week to talk about successes in the field and how additional advisor partnerships can be created
• Sales consultants have input on direction and message of future marketing campaigns

Toastmasters International:

• All sales employees participate to refine their public speaking skills
• Monthly speaking competitions