FundQuest provides field sales support to the partnering institution's field force. The field sales support group partners with the assigned FundQuest relationship manager to establish and maintain relationships with the institution's advisors through a wholesaling effort. This group is responsible for the outbound sales effort and introduction of the program to advisors. The team can help advisors understand the benefits of fee-based business. The field sales support group introduces the program and provides the following products and services:

  • Website demonstrations and education
  • Sales kits
  • Sales ideas
  • Presentation ideas
  • Account proposals, and more