Financial Services Sales Record (FSSR)

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

Currently available in the United States, Canada, and the Caribbean. Please contact us using the link below if it is not already available in your country.

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