Financial Professionals

Both a new and established financial professional require the proper resources and support in order to succeed. At 1 Financial Marketplace, we have gone to great lengths to provide superior resources and support to our Associates.

Our many technologies, partnerships and alliances are all geared towards helping our Associates build their business.

Our strategic partnerships enable us to utilize hundreds of service representatives to handle service requests from our group insurance clients.

Dedicated sales and service reps are on call to assist with service, sales support, case design, legal support, licensing & appointments, tech support, and more. The universe of 1 Financial Marketplace resources is extensive and available to all 1 Financial Marketplace Associates.

Carrier partners can help conduct enrollments and client education.

Technology partners provide training support.

Internal and External investment company wholesalers are dedicated to all 1 Financial Marketplace Associates sales needs and will provide 1 on 1 product support.

Legal & Compliance support is available to assist you with OSJ Supervisory Activities, OBA (Outside Business Accounts Activities), regulatory inquiries & audits, sales practice issues, and provides advice for NASD record keeping requirements.

Numerous other training resources are available in addition to Virtual University, such as:

• Webinars
• Best Practices Workshops
• Conference Calls
• Sales Conferences
• Educational Workshops
• Elite Producer Think Tank