15-01/tillisch/brand case study - 2 2 highest financial ratings moody, standards & poor, fitch,...

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15-01/Tillisch/Brand Case Study - 3 3

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Page 1: 15-01/Tillisch/Brand Case Study - 2 2  Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best  Most Admired Company Fortune  World’s

                                                         

Page 2: 15-01/Tillisch/Brand Case Study - 2 2  Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best  Most Admired Company Fortune  World’s

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15-01/Tillisch/Brand Case Study - 2

Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best

Most Admired Company Fortune World’s Most Admired Company Fortune Best Sales Force Sales & Marketing

Management Magazine Top Ten Internships Princeton Review Most Respected Company Financial Times

Page 3: 15-01/Tillisch/Brand Case Study - 2 2  Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best  Most Admired Company Fortune  World’s

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15-01/Tillisch/Brand Case Study - 3

Page 4: 15-01/Tillisch/Brand Case Study - 2 2  Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best  Most Admired Company Fortune  World’s

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15-01/Tillisch/Brand Case Study - 4

Financial RepresentativeFinancial Representative

Independence

Income

Impact

Page 5: 15-01/Tillisch/Brand Case Study - 2 2  Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best  Most Admired Company Fortune  World’s

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Internship ProgramInternship Program

Of the top 100 Financial Representatives…

72 entered business at age of 25 or before

56 started right out of college 24 were college interns

Page 6: 15-01/Tillisch/Brand Case Study - 2 2  Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best  Most Admired Company Fortune  World’s

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Benefits of InterningBenefits of Interning Success

– 1 out of 3 convert to full-time– #1 representative was a former intern– Leading college intern made over $54,000

Experience– Actual business experience– Develop networking and business

relationship skills.– State licensed

Page 7: 15-01/Tillisch/Brand Case Study - 2 2  Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best  Most Admired Company Fortune  World’s

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PROSPECTINGPROSPECTING

100% Referral basis

Networking Sources

10-3-1 ratio

Page 8: 15-01/Tillisch/Brand Case Study - 2 2  Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best  Most Admired Company Fortune  World’s

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Page 9: 15-01/Tillisch/Brand Case Study - 2 2  Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best  Most Admired Company Fortune  World’s

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Fastrack Basics

Fastrack Sales School

Fastrack Mentoring and Coaching

Fastrack Refresher School

Fastrack Academy

Fastrack Development SystemFastrack Development System

Page 10: 15-01/Tillisch/Brand Case Study - 2 2  Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best  Most Admired Company Fortune  World’s

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Company Supported EducationCompany Supported Education

Chartered Financial Planner (CFP)

Chartered Financial Consultant (ChFC)

Chartered Life Underwriter (CLU)

Page 11: 15-01/Tillisch/Brand Case Study - 2 2  Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best  Most Admired Company Fortune  World’s

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Career Path OpportunitiesCareer Path Opportunities Financial Representative

– General Practitioner

Specialist– Personal Planning Specialist– Business Planning Specialist– Estate Planning Specialist– Investment Specialist– Disability Income Specialist– Pension/Profit Sharing Specialist– Group Insurance Specialist

Page 12: 15-01/Tillisch/Brand Case Study - 2 2  Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best  Most Admired Company Fortune  World’s

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15-01/Tillisch/Brand Case Study - 12

Career Path OpportunitiesCareer Path Opportunities

Management– Management Candidate– College Unit Director– Field Director– Managing Director– Managing Partner

Page 13: 15-01/Tillisch/Brand Case Study - 2 2  Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best  Most Admired Company Fortune  World’s

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Interview Process: 4 StepsInterview Process: 4 Steps

Initial Interview

In-Depth Interview

Third Interview

Final Interview

Page 14: 15-01/Tillisch/Brand Case Study - 2 2  Highest Financial Ratings Moody, Standards & Poor, Fitch, and A.M. Best  Most Admired Company Fortune  World’s

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Income ProjectionIncome Projection