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SPECIALTIES

 

We tailor our recruiting, and consulting programs to meet the specific objectives of each segment of the financial service industry.

Insurance Companies: Industry consolidation, new entrants, and financial services modernization has created a unique demand for experienced professionals in all sales, marketing, and home/field office management positions. Producers at or near MDRT production levels; variable and fixed annuity and life product wholesalers; estate and financial planners; and 401K & 403B sales developers and enrollers are in high demand. At the home office and field sales office level we see an increased demand for sales channel management (bank, broker-dealer, electronic or otherwise direct, brokerage and career) and for 1st and 2nd line agency management.

Banks: The acceleration of financial service modernization coupled with intense competition for the “asset” dollar and the desire to offer additional product to both core and red carpet clients has resulted in a growing demand for learned insurance and investment professionals. Key opportunities exist for sales professionals with series 6 or 7 licenses; estate and financial planning specialists; and platform employees with prior exposure to annuities and life insurance product. Sales managers and field compliance officers are also being sought.

Investment Firms: Broadening product offerings to attract and retain assets, and providing full financial services to key clients are major initiative of most firms. Estate and financial planning specialists, willing and able to work jointly with account executives, are in great demand. Account executives with insurance and planning background, and life and annuity support staff are also being sought.

Credit Unions: Credit unions enjoy very close relationships with their members. They are active in endorsing and providing additional insurance and annuity products, and in offering estate and financial planning to their membership. Similar banks and investment firms they are developing and implementing strategic marketing programs aimed at providing full financial services to their members. The greatest demand today is for agents experienced in needs based selling.

Financial Planning Firms: Asset growth resulting from the extended bull market has significantly increased the universe of individuals requiring more comprehensive financial plans. Experienced planners and individuals with the desire and ability to acquire the appropriate licensing are in great demand.

Managing General Agencies: Brokerage sales continue to increase as more companies turn to the independent agent community for distributing their core and specialty products. Sales directors and internal product and underwriting specialists are in demand. There is also an increased interest for individuals or firms desiring to either purchase an agency or to enter into some form of a succession plan with current owners.

Producer Groups: Sales of key products through nationally recognized producer groups represents a growing and profitable distribution channel for many companies. Leading producer groups are growing on a national basis. They are seeking experienced life producers, minimum with significant experience financial services, Series 7 & 63 registrations. Also in demand are regional marketing officers with a proven ability to recruit, retain, and manage producers.

Independent Agency Owners: Agents associated with General Agencies are primary targets for new distribution channels. To remain viable, General Agents have significantly increased their recruiting efforts. Experienced agents with annual production at, or near, MDRT levels are in great demand. Newcomers to the industry, particularly females, individuals from minority groupings, and retired people are also being sought. We also see growth in opportunities for 2nd line sales managers and internal product specialists.

Agency Managers: Career agents associated with company-sponsored agencies are primary targets for new distribution channels. To remain viable Agency Managers have significantly increased their recruiting efforts. Experienced agents with annual production at or near MDRT levels are in great demand. Newcomers to the industry, particularly females, individuals from minority groupings, and retired people are also being sought. We also see growth in opportunities for 2nd line managers and internal product specialists.