Sales Record
Gain a deeper understanding of experienced representatives
Do you know which experienced insurance agents and financial advisors have what it takes to succeed in your organization? The Sales RecordTM can help you by consistently collecting key information about experienced candidates — and it doesn't look anything like a test.
The Sales Record collects and reports information about their financial services sales experience, including
- Financial services employment history
- Production results, including products sold
- Professional achievements such as MDRT status, licenses held, and certifications
You will also learn about their current client base:
- Income, age, education, and occupation of typical clients
- Primary market segment
- Current number of clients
Sales Record also reports on their motivators and their support needs. You will gain a clearer understanding of what they bring to the table, how well they align with your office’s needs, and the support resources they want.
Availability
Currently available in the United States, Canada, and the Caribbean. Please contact us if it is not already available in your country.
Sales Record is a trademark of LL Global Services, Inc.