THE FSA SYSTEM
Most marketing programs last for a few years, and then the leads run dry. It is very rare to find a company that can buck this trend, but Financial Services of America (FSA) has consistently supplied its' Account Executives with fresh, high quality leads since we began in 1984.
The FSA System is one that has been refined and perfected over the past 30+ years. Our relationships with many associations allow us to contact millions of members and set appointments for you to deliver a benefits guide to that member’s home. This gives you access to the most qualified appointments that you have ever had the opportunity to service.
FSA's approach is radically different because we equip our representatives with the tools they need to be successful. We support them with permanent staff including:
The FSA System is one that has been refined and perfected over the past 30+ years. Our relationships with many associations allow us to contact millions of members and set appointments for you to deliver a benefits guide to that member’s home. This gives you access to the most qualified appointments that you have ever had the opportunity to service.
FSA's approach is radically different because we equip our representatives with the tools they need to be successful. We support them with permanent staff including:
- CPA's
- Estate Planning Lawyers
- Money Managers
- Specialists to assist you to solve clients' needs
Mentorship Program
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During your first 2 years at FSA, you will be personally mentored by our CEO, Richard James, past winner of the Ernst & Young’s “Entrepreneur of the Year” award. During these first 2 years you will build your block of business, perfect your sales skills and master the FSA marketing system.
After completing the mentorship program, it’s time to determine where to take your future, either as an Individual Entrepreneur with FSA or by Managing your own team of young Entrepreneurs! |
Marketing Group Support |
We have a well-trained Marketing Support Call Center that schedules your in-home appointments for you. You are given between 5 daytime appointments per day. When you visit the client's home, you will be delivering a Benefit Guide that is exclusive to members of the particular association they belong to.
These members have been informed by email, magazines or newsletters from their respective organizations that you will be delivering a benefit guide to them and explaining the member benefit programs of their association. Some of the benefits you will be explaining are the financial, life and home and auto insurance services that you provide. |
Benefit Guide |
The Benefit Guide is a perfect bound book that details the services available to members of the associations we service. It also contains valuable educational material in the areas of estate planning, income taxes, finance and insurance. The material is written in simple terms and large font that is easily read and understood by the average retiree. When people see things in print, it adds to the credibility of what you are saying.
How many average consumers are comfortable with their knowledge of estate, tax, insurance and financial planning and how to rein in their costs? That is the value of the Benefit Guide. You show them the benefits and services they are eligible to receive. This gives you many options to reschedule the client and increase the number of consumers you will be able to service. The presentation is designed to evolve into an assessment of the member’s needs and the solutions available to help them solve their concerns. |
