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