RSS: Press ReleasesRecruitsOffshore is all about helping people to succeed and we are proud of the role we play in the success of each participant.
deVere & Partners, Inter-Alliance International (IAI) and P.I.C place very high importance on providing continual professional back-up and support, and therefore provide their new Advisers and Sales Coordinators the best opportunity of success and are proud of the role they play in the development of each individual.
Sales Coordinator Training
As a Sales Coordinator, upon arrival at your location, you will begin an onsite training course, during which you work one-on-one with some of the best and most successful Administration staff, Independent Financial Advisers and IFA Managers in the Offshore Industry.
The sales training is long-term and hands-on – which means you continue to have great earnings potential while undergoing the training process. Thus your capacity to earn is not placed on hold while you are training.
The role of the Sales Coordinator has several distinct areas of responsibility and our training is geared to cover each one of those required areas.
Firstly, the role requires excellent telesales skills. We have access to, and will train you in, the best methods to approach our potential clients ethically and professionally. You will also learn how to cover what we can offer, the benefits in investing offshore and how to obtain an appointment for your Adviser to visit the client.
Secondly, the role entails research so that you can, in conjunction with your Adviser, identify potential clients to approach, and centres of influence or introducers who will help you in your approach work. The deVere Group is the largest company of its type in the offshore market and its growth has been due partly to the expertise that exists in finding new markets to approach. Our Managers and Senior Cooordinators will cover this area fully as a part of your development and training.
Lastly, there is an administrative function, which is vital to the success of any business. Basically, you and your Adviser are a close-knit team and, therefore, areas like the maintaining of the diary and appointments, ensuring your Adviser has the right papers at the right time and dealing with enquiries from your clients either about existing investments or ones that are in the process of being completed, are vitally important. Your training programme will cover all support tasks that will enable both you and your Adviser to succeed.
Independent Financial Advisers
Training for our Independent Financial Advisers – as for Coordinators – is an ongoing process, one that lasts for the duration of your tenure with deVere & Partners, IAI & P.I.C.
Our Financial Adviser training programme, most especially the Foundation Training Course, is more concentrated and more demanding than that provided for Coordinators. It is at all times challenging, thorough, effective, and – perhaps most importantly – gratifying. It is, however, only the beginning of your training with the Group.
Foundation Course
Sales Advisers, on joining, are invited to an intensive five day training course which is held at a quality overseas hotel. It is organised and paid for by the deVere Group (excluding flight costs) and delivered by some of the top Financial Services Sales Trainers in the business. They have in depth background and knowledge of the Offshore Market, the products and funds available and the optimum techniques to help you understand a potential client’s requirements and see exactly how you can help them reach their financial objectives.
The Foundation Course caters for all levels of existing sales and financial services experience and the Trainers strive to ensure that everyone is brought up to the required levels by the end of the course. To achieve this the days are quite intensive and each evening further study is required. However the effort put in during the course gives the perfect grounding to ensure success once you arrive at your destination.
The main emphasis is on getting new Advisers to understand how to portray the company, find out a client’s requirements and then find the products that are right for that client. There is a perfect balance of Sales Training and Technical Knowledge which leaves the new Adviser ready to see clients as soon as they reach their destination and start earning in the shortest period of time possible.
Technical Training
Our Trainers are very experienced in all areas of the Financial Services Industry and they spend time to ensure that all new Advisers are up to speed with the technical information that they will need to master.
This covers areas like the types of products that are available and the funds that complement those vehicles, with specific reference to the different types of funds and the different sectors in the market. It is important that a client not only gets the vehicle that is right for their needs but also a fund or funds that give them exposure to the right diversification of shares and markets in relation to the level of risk that they are prepared to accept.
Other significant areas covered include understanding a client’s attitude to risk, how to find the right solution for a clients needs and why offshore investments are so beneficial.
The obvious benefits are that offshore products grow tax free. However we almost always offer products form the Channel Islands or the Isle of Man which also give confidentiality and the best level of Investor Protection available in the world. Thus our client’s can sleep easy at nights knowing their money is safe.
Being an Independent Financial Adviser, we can offer any of the products that are available, but tend to concentrate of those provided by the major and most respected companies in the offshore market. On the course we always include a session by one of the top companies in the market like Generali, Royal Skandia, Hansard International or Zurich Insurance so that you can start to learn top quality products.
Once you reach your location you will be introduced to all of the other top providers and their products. Thus within a very short time you will have a good understanding of all the solutions that we use. Other companies that we recommend include Friend’s Provident International, Deutche Bank, UBS, Frontier, New Star and Fidelity - in other words, all of the top solutions in the market.
Sessions on our foundation course will give you the start you need in these areas.
Sales Training and Ethics
As the largest company in the market we feel our best asset is the integrity and professionalism associated with the Group. Consequently we insist that our Advisers have reached a high level of competence on how to portray the Group and how to understand a client and identify their personal requirements. During the course our Trainers will spend a significant amount of time ensuring that our Advisers understand and master the levels of professionalism and ethics that we insist upon to ensure that the best service and advice is offered to our clients.
Allowing for different levels of knowledge and experience on joining our Trainers are always available outside of the Course hours to offer any extra training that individuals need to ensure they reach the necessary levels of competence.
Success
Part of the continuing success and growth of the group and your opportunity to excel is based on the quality and depth of the initial training that is provided during our Foundation Course which, we believe, is the best in the industry.
On Going Training Programme
On arriving at your location, within a week of attending the Foundation Training Course, you will start an intensive ten week field training programme. You will be encouraged to be totally committed to take on your first clients but with close guidance and supervision from your Area Manager.
Your Area Manager will provide full training support as well as one-to-one training, for the first few weeks, after each meeting with a potential client. Subsequent sales management and training is an ongoing process.
You are fully supported by your appointed Area Manager, Regional Manager and by your Managing Director at all times.
Ten Week Programme
In your early days in your new location the support and encouragement that you get are the perfect complement to your own positive attitude and enthusiasm. However good our Managers and Training are you have to be a self starter and prepared to “make it happen”. For every bit of energy that you put in will be matched by training and support from your manager.
As we previously mentioned you will systematically get additional technical training on all top providers and their products during your early weeks in your location so that you can not only understand them individually but can compare their merits and strengths against each other.
Equally your managers will help you develop your confidence and expertise for your appointments. You will get the opportunity to accompany top Advisers in your office or your manager on their appointments to learn fro their experience and also your managers will join you on some of your appointments to help your confidence. After these appointments your manager will go through the appointment with you so that you can continually improve your technique and provide an even better service to your clients.
Each week in addition to the individual training that you receive there will be branch meetings where managers or experienced Advisers will give additional training of a variety of aspects of our business.
Periodically there will be visits from the major insurance companies or top fund management groups to up date you on new products, special offers available to clients and new funds or investment opportunities. They will also give you their in house view of market trends and how they see the future in relation to investments.
As a Group we continually update you on new products and investment news. Some of the providers, like Hansard, will also email you regularly about market news and trends to enable you to keep up to date. Also each week we will email you the latest world news of markets, company news that you may be dealing with and currencies.
With the deVere Group, you will always receive ongoing support to enable you to succeed in you new career.
deVere & Partners, IAI & P.I.C believe that their IFA Sales Training Programme is the best in the industry.