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Hello!
This month, we share an interview with Jegir Salman, Vice President of Sales for PS&G Financial Partners. He provides insight into how the team at PS&G delivers white-glove service to its financial professionals.
Question:
What is it about PS&G Financial Partners that is so attractive to financial professionals?
Answer Jegir Salman:
We create an environment that allows the financial professionals to do what they do the best — opening and closing cases.
Question:
How do you help financial professionals with case preparation?
Answer Jegir Salman:
We want to help fill in the gap, so financial professionals are not spending so much time on case analysis or preparation. We help run illustrations and then talk through the recommendations before the financial professional presenting to the client. We want our financial professionals to feel confident when presenting to a client.
It seems simple, but this process we have in place has the potential to save financial professional hours; it’s a big deal.
Question:
What is something that makes PS&G attractive to financial professionals considering a change?
Answer Jegir Salman:
Our new business support/operations team is incredible! Everybody can say that about their new business support team. Right? But our operations team takes the financial professional out of the middleman role and communicates between our underwriting team and then directly with the client on behalf of the financial professional.
For example, if you had a client in the underwriting phase and there was some additional information needed, instead of you, the financial professional having to stop what you are doing to contact the client, sometimes several times, a member of our team would contact the client on your behalf. Imagine how much time that saves the financial professional. They can focus on generating new business instead of dealing with administrative-type items.
With so many new options and opportunities available, there’s no reason not to explore what’s available and align yourself with a firm like PS&G Financial Partners that cares about you and your clients. If you are interested in having a meaningful conversation about making a change in 2022, please contact a member of our leadership team.
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