With choices such as individual stocks, bonds, and mutual funds, investment products can be complicated. With uncertain inflation and interest rates, as well as ever-changing tax codes leading to a proliferation of investment choices, the investment decision-making process is more complex than ever before. Therefore, investors want and need help understanding what investment products are available and which choices can best help them achieve their financial objectives. This need provides you, as a Registered Representative, the opportunity to match your customer's needs and wants with the appropriate investment products. Furthermore, providing customer service is integral to working with your customers both before and after investment products are sold. You need to establish and maintain relationships with your customers and keep communications open and ongoing.
Keep in mind that you can always rely on the ONESCO Marketing Department to provide you with access to quality investment products and services as well as sales support. The Marketing Department is committed to helping ONESCO representatives grow their businesses, and can provide support in areas such as product selection, product due diligence, fund company and annuity carrier information, consultative sales support, wholesaler information and customized sales training.
