Need Additional Support? Look To Your Internal Wholesaler
Many of todays financial services professionals are faced with challenges they never experienced before. Recent levels of market volatility and client apathy rival those last seen in the early 1970s.
So whom do you turn to in this time of need? What resources are available to help you develop new relationships, increase sales and maintain assets without breaking your budget? The answer is probably as close as your Rolodex. When you need additional support, be sure to keep you internal wholesaler in mind as a resource.
Todays experienced and well-trained internal wholesalers can make a meaningful contribution to your sales success in a number of different ways:
Expert Knowledge and Product Positioning. Producers depend on internal wholesalers because they are true product experts, especially when it comes to complex products, like annuities. You can count on them to have access to all product features and informationeither top of mind or immediately available at their fingertips. In addition to their in-depth knowledge of proprietary products, internal wholesalers are also very familiar with products and services offered by competitors.
Because they are located typically at a central or home office, competitive information is acquired quickly and shared. Their deep knowledge of the competitive landscape can result in actionable sales ideas; plus, they have the insight necessary to position products to better meet client needs.
A Main Point of Contact. Working with one internal representative prevents you from having to make multiple telephone calls to have your questions answered. Internal wholesalers navigate the internal workings of their own company so your needs are addressed in a timely and comprehensive manner. And as your business with their firm grows, you can rely on your internal wholesaler to represent your interests and get the job done.