📄 Your First Year
This brochure is an overview of your first year as a Financial Representative. You are encouraged to follow the links and explore.
NOTE: You may not have access to all of the tools and courses listed in this brochure until you are licensed and contracted with Mass Mutual.
ACTION: 📄Download and read.
🎬 A Valuable, Impactful Career
This video explains how a career as a Financial Representative with First Financial Group allows you to make money, while making a positive impact on your clients' lives.
ACTION: 🎬 Watch Video
🎬 Why we believe in Protection First
Helping clients be prepared for whatever life throws at them is the foundation of all of the work we do to to help our clients fulfill their financial goals. This video illustrates just how important it is.
ACTION: 🎬 Watch Video
✏️ Informational Sheets
Learn how to support your clients and become their trusted professional. This course will outline how we'll give you the products, programs and training you need to build a successful practice.
ACTION: ✏️Take this Course
🎬 Discover Your Why
Marty Nachemson, a managing partner at Prosperian Wealth Management, shares his advanced knowledge about clients' unique relationships with money.
ACTION: 🎬 Watch this Video
📄 QUICK GUIDE: Develop Your Natural Market
This flowchart shows how you will use the New FR Business and Marketing Plan to develop your natural market and get your
career off to a fast start. (The numbers on the flowchart correspond to the sections of the plan.)
ACTION: 📄 Download and read.
✏️ FR Guide: Develop Your Natural Market
As you begin to build your marketing plan, the first step is to take a look at your natural market. Your natural market is everyone you know. Every day you touch people who may need your help or can be a potential advocate in helping you build your business. Enroll in this class to begin this extremely useful process.
ACTION: ✏️ Take this Course
📄 Natural Market Inventory
As a new Financial Representative, your primary concern will be finding people who can benefit from the strategies, products, and services you now have to offer. And although the market for financial services is fairly large, particularly for insurance products – the first step in building your practice will be to establish your own market. That's why, rather than starting you off with traditional but possibly saturated markets, we provide you with the tools and resources to build sales activity from your “natural market”. Your natural market will provide you with the foundation to begin generating activity and expanding this activity into sales. But, your first goal will be to do some initial planning. This guide and accompanying worksheets will help you to define your natural market by categorizing individual prospects into specific market groups.
ACTION: 📄 Download and complete.
📄 Market Opinion Survey
Use this survey to contact members of your Natural Market to learn about business opportunities with people in their profession or industry. The interviews may be done in person or over the phone. Share results of the interviews with your Agency Leader to help identify potential target markets.
ACTION: 📄 Download and complete.
📄 Quick Card: Telephone Prospecting
You’ve identified your names, now how are you going to connect with them? This guide outlines some of the most effective ways to connect with prospects or existing clients.
ACTION: 📄 Download and read.
📄 Telephone Prospecting Playbook
The phone is the most efficient prospecting tool because when you are organized, you can reach more prospects in a shorter period of time than through any other prospecting channel—even e-mail. The telephone is also more effective than e-mail and social media because when you are actually speaking to another human being, there is a higher probability that you'll set appointments and gather qualifying information. Utilize this playbook to make the phone your weapon.
ACTION: 📄 Download and read.
📄 Working Remotely with Clients
As you embrace a new “normal” conducting business in a virtual environment, you’ll discover a significant number of ideas online for how to operate your day-to-day business from home during this time. Download these resources to help you thrive in the current environment
ACTION: 📄 Download and read.
📄 Quick Card: Elevator Talk
📄 FR Guide: Elevator Talk
This guide will help you to:
• Understand the purpose of an Elevator Talk.
• Select appropriate Elevator Talk scripts.
• Create and deliver an effective Elevator Talk.
• Take appropriate follow-up action at the conclusion of your Elevator Talk.
ACTION: 📄 Download and read.
📄 Quick Card: Build Your Practice with Introductions
Introductions are warm leads from people you know – friends, clients and centers of influence. Introductions help you generate activity and create a sustainable pipeline of new people to see. This quick card will help you master the art of introductions.
ACTION: 📄Download and read.
📄 FR Guide: Introductions Playbook
Having enough of the right people to see is the key to a sustainable practice. However, at some point early in their career, most new advisors start to run out of new contacts. This playbook will give you guidance on how to keep a continual stream of new contacts coming to your practice.
ACTION: 📄 Download and read.
📄 Asking for Introductions
Use this general structure to develop your personal approach for the Introductions conversation.
ACTION: 📄 Download and read.
📄 What is Whole Life Insurance?
📄 Quick Card Guide: Term Life Insurance
This resource guide outlines basic Term life Insurance features and benefits.
ACTION: 📄Download and read.
📄 FR Guide: Disability Product Overview
In depth overview of how Disability insurance products are designed to protect your client’s income, business and employees.
ACTION: 📄 Download and read.
🎬 WATCH: LBS Core Principles
This video gives an in-depth breakdown of all the unique features that come with a Living Balance Sheet subscription.
ACTION: 🎬 Watch this Video