What is the roll of an Investors Group Financial Services Consultant

As an Investors Group Consultant, you can build a prosperous and successful business by helping clients achieve their financial goals.  To give you a sense of the role and its responsibilities, here is an overview of the key areas of focus.

Your day-to-day activities, you

-  understand the mission and corevalues of Investors Group: integrity, quality, responsiveness

-  are professional and ethical in all business transactions

-  comply with Investors Group's Consultant Agreement, policies and procedures, and industry rules and regulations

-  work closely with your Division Director, Regional Director , and Investors Group for mutual success

In the management of your business, you

-  follow the business plan you have prepared, continually evaluate your results, and rework the plan to align with personal and company objectives

-  develop a sales strategy, including identifying and setting objectives and monitoring a disciplined activities plan

-  obtain and maintain all necessary licenses and registrations that enable you to distribute Investors Group products and services

In marketing your business, you

-  develop, implement, and monitor a marketing plan to identify and approach potential clients

-  seek promotional activities that will have a positive impact on your personal business goals and on Investors Group

-  network in your community and develop centres of influence

As a part of your ongoing professional development, you

-  have attained or are working toward your Certified Financial Planner (CFP) designation

-  participate in Investors Group and external training programs, conference, and seminars

-  upgrade and enhance your skills and knowledge as products, services, and regulations change

-  identify your strengths and areas that require development

-  are affiliated with industry organizations and read business publications

www.investorsgroupfredericton.com