What does it take? Our Financial Representatives are passionate about working with people in the community - at church, in their stores, at school, on the rink, outside their farms and inside their homes. There are six steps to success:
Step 1: Create a network
Build relationships with family, friends, neighbours, churches, schools, business and community groups - relationships built on trust and nurtured over time.
Step 2: Meet with people
Explore and analyze their financial needs, through a comprehensive and systematic needs analysis approach.
Step 3: Develop a financial plan
This will help to achieve your member's financial goals.
Step 4: Share expert knowledge
About insurance and investment products that best fit the member's financial objectives. Help them put their financial plan in action.
Step 5: Follow up with customers
When they purchase a life insurance policy or investment with us, your customer becomes a member of FaithLife Financial. Regular contact with your member to ensure satisfaction, keep financial plans current and gain all-important referrals, is the lifeblood of any financial practice.
Step 6: Work with your members' Churches
You can help your members' congregations achieve their mission by leveraging the benefits and support programs available to them.
