Serving Canadian Christians
What does it take to be a successful Financial Representative?
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.
| The steps to success:
1. Create a network of relationships with family, friends, neighbors, churches, schools, business and community groups - relationships built on trust and nurtured over time. 2. Meet with people to explore and analyze their financial needs, through a comprehensive and systematic needs analysis approach. 3. Develop a financial plan that helps achieve their unique financial goals. 4. Share expert knowledge about insurance and investment products that best fit the customer's financial objectives. Help them put their financial plan in action. 5. Follow up with customers - who are now members - on a regular basis to ensure satisfaction, keep financial plans current and gain all-important referrals, the lifeblood of any financial practice. 6. Work with member churches to help them achieve their mission by leveraging the benefits and support programs available to them. |
|
