What are the best financial services representative qualifications and training to get ahead?

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What is the best training for becoming a financial services representative? What types of ongoing training or certifications are necessary to be an effective financial services representative?

What do non-traditional career paths look like?

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Jan Stock

78 months ago

The best quality is honesty. Know what you are doing is good for the client, not something that makes the most money for you. We have to overcome a lot of objections just because people are afraid of being taken advantage of.

HBW provides excellent training not only for financial purposes they also have insurance training and mortgages. They are noncaptive so they have many different choices that let you cusomize to the clients need.
With that being said another attribute is listening. A Lot of people go to a customers house with a preconception of what they want to sell without listening to the customers need. Please email me at lovethesw101@aol.com if you are interested and want to start your own business. Thanks

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