Wholesaler Effectiveness
Optimize Sales Strategies with our Wholesaler Effectiveness Study
Evaluating sales team performance
As the head of sales for your company, how do you know whether your sales professionals are truly doing an effective job in their territories? Are they spending too much time with existing supporters, and failing to connect with new prospects? Or underserving their current base as they explore new opportunities? Are they simply reciting product and performance facts, or bringing valuable business-building ideas to their clients? How do they compare to your competitors’ sales professionals? We’ve developed effective tools for tracking and comparing the performance of your sales team members.
01
What is it?
The Wholesaler Effectiveness Study is conducted annually alongside the Advisor Perception Study, evaluating sales representatives across 10 critical dimensions of success. Results are conveyed through individual and team report cards for each wholesaler or inside sales reps.
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What Does The Study Cover?
- Mutual Fund Wholesalers
- Mutual Fund Inside Sales Reps
- Segregated Fund Wholesalers
- Life & Living Benefits Wholesaler
