Delivering on a Promise: Improving Sales Force Retention and Productivity

A national financial services organization needed to improve sales productivity and decrease advisor turnover. This company, which offers financial planning, mutual funds, insurance, annuities, and retirement planning, reviewed validity information from a number of competitors before choosing LIMRA's Career Profile+.

After a few years of using the system to recruit new advisors, the company wanted to know if the Career Profile+ had delivered on what we claimed it would — better retention and higher sales productivity. What they found was a dramatic increase in the sales commissions advisors earned as well as in advisor survival rates.

Increase in Average Sales Commissions After Adding Career Profile+

Increase in Survival Rates After Adding Career Profile+

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