Financial Services Sales Record

Predict future success among experienced candidates

Do you know which experienced producers have what it takes to succeed in your organization? The Financial Services Sales Record™ can help. This online job application system collects and rates key information about your experienced candidates — and it doesn't look anything like a test.

The Financial Services Sales Record collects and reports information such as:

• Current occupation, recent employment history, and financial status
• Experience selling life, health, and P&C insurance; annuities; and investment products
• A description of their typical clients and markets
• Professional achievements such as MDRT status, licenses held, and certifications
• Education
• References

This information is used to rate each experienced candidate's likelihood of future success. Managers receive an easy-to-read report that compares the candidate to an office's unique profile, allowing them to quickly review the match on key indicators, including:

• Sales activity
• Client profile
• Target markets
• Licenses and certifications
• MDRT status

Managers also receive a rating of the candidate's success potential, as well as crucial success indicators and performance concerns.

Availability

For more information, contact us toll-free at 888-785-4672., or go to Request Information for a free consultation and demonstration.

Learn how structured Interview Guides can help you uncover critical sales characteristics.