Edward Jones Segment/Production Levels
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Hi FA
I am not in the industry but have spent the last few years learning bits and pieces. I even went through the CFP education track (5 classes) to aid me personally and with the hope of one day making a transition into the industry. I am currently in sales/sales management with a tech firm and do pretty well, so this is something I am considering as a second career a little further down the line.Focus more on learning the sales/marketing plan aspect of the business, rather than the “investment” aspect if you are trying to learn. It will pay you FAR more dividends down the road.
Great Advice B24- that’s why I have been reading this forum and submitting some questions. I know sales- but not Financial Sales, this is a whole new beast. So I am open to any advice or ideas the group might have. It’s great to read all of these posts and get a sense for what is working and not working for everyone.
Hello all. Does anyone know what the performance requirements are to earn an office as a newbie?