15-01/Tillisch/Brand Case Study - 2 2 Highest Financial Ratings Moody, Standards & Poor, Fitch, and...
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Transcript of 15-01/Tillisch/Brand Case Study - 2 2 Highest Financial Ratings Moody, Standards & Poor, Fitch, and...
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15-01/Tillisch/Brand Case Study - 2
Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best
Most Admired Company Fortune World’s Most Admired Company Fortune Best Sales Force Sales & Marketing
Management Magazine Top Ten Internships Princeton Review Most Respected Company Financial Times
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Financial RepresentativeFinancial Representative
Independence
Income
Impact
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Internship ProgramInternship Program
Of the top 100 Financial Representatives…
72 entered business at age of 25 or before
56 started right out of college 24 were college interns
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Benefits of InterningBenefits of Interning Success
– 1 out of 3 convert to full-time– #1 representative was a former intern– Leading college intern made over $54,000
Experience– Actual business experience– Develop networking and business
relationship skills.– State licensed
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PROSPECTINGPROSPECTING
100% Referral basis
Networking Sources
10-3-1 ratio
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Fastrack Basics
Fastrack Sales School
Fastrack Mentoring and Coaching
Fastrack Refresher School
Fastrack Academy
Fastrack Development SystemFastrack Development System
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Company Supported EducationCompany Supported Education
Chartered Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
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Career Path OpportunitiesCareer Path Opportunities Financial Representative
– General Practitioner
Specialist– Personal Planning Specialist– Business Planning Specialist– Estate Planning Specialist– Investment Specialist– Disability Income Specialist– Pension/Profit Sharing Specialist– Group Insurance Specialist
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Career Path OpportunitiesCareer Path Opportunities
Management– Management Candidate– College Unit Director– Field Director– Managing Director– Managing Partner
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Interview Process: 4 StepsInterview Process: 4 Steps
Initial Interview
In-Depth Interview
Third Interview
Final Interview
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Income ProjectionIncome Projection