The investment sales process can be easily integrated into the sales process you currently use for life insurance. Below is a summation of the steps in the investment sales process to help you get started building your book of investment clients:
- Securities Registration Requirements:
Your first step is to talk to your GA. To sell securities, you will need to take and pass specific examination(s) to obtain the proper securities registrations. To determine what securities registrations you need, you'll need to decide what investment products you want to offer and if you want to offer investment advisery services, and finally where you plan to conduct business. With the addition of security products, you are now able to offer a wider range of product solutions to meet your prospect's total financial needs and wants.
Back to Top |
Next
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.
