Summary
Financial services companies' onboarding efforts for new agents and brokers should provide the information required to sell the company's products, and best practices to do so. Communicating the values, benefits and compensation structures the organization offers can increase agents' motivation. Many new agents require instruction on developing a business plan, including best practices for demand creation and addressing buyers' requirements.
Log in to continue reading
Client log in
Welcome back. Log in to your account to continue reading this research.
Become a client
Become a client today for these benefits:
- Stay ahead of changing market and customer dynamics with the latest insights.
- Partner with expert analysts to make progress on your top initiatives.
- Get answers from trusted research using Izola, Forrester's genAI tool.
Purchase this report
This report is available for individual purchase ($1495).