1.
Team Attitude: The ability
to work effectively with the firm’s Relationship Managers,
their customers, other client-advisors and the firm’s management.
2.
Self Concept of a Trusted Advisor:
Understands the role of life insurance, annuities, separately managed accounts and mutual funds as a planning solution, not a product sale. Believes in professionalism, product neutrality and objective, knowledgeable advice.
3.
High Activity Level: Pattern of high activity
in developing relationships, prospecting, sales presentations
and sales results.
4.
Organizational Skills: Ability to keep several
“balls in the air” at once. Plans, prioritizes and
executes time well.
5.
Communication Skills: Highly-developed verbal
and written communication skills. Capable of relaying complicated
ideas in a simple manner.
6.
Focus on Professional Development: Demonstrates
a pattern of pursuing continuing education, particularly in the
areas of estate planning and business insurance. Chartered Life
Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations
are desirable.
7.
Independence & Self-Reliance: Does not require
close supervision. A self-starter. Works best when given clear
objectives and the full responsibility to achieve those objectives.
8.
Service Mentality: Possesses the integrity to
deliver on promises. Demonstrates willingness to provide on-going
support and follow-through after the sale. A commitment to quality
customer service.
9.
Compliance Prudence: Exhibits diligence about
proper compliance with the firm’s legal and professional
standards.
10.
Adaptability: Willingness and ability to integrate
with the firm’s culture. Desire to understand Relationship
Managers’ goals, motivations, values, concerns and customer
relationships.
