Thank you for considering affiliation with Virginia Retirement Specialists, Inc. The information outlined below is designed especially for you. You have chosen a complex area of expertise to develop which is important to our clients' and prospective clients' financial security. It is not a subject that can be taken lightly.
Characteristics of a successful Independent Agent are reflected in our Core Values:
Vision - We partner with our clients to plan for their future.
Relationships - It's not about business transactions; it's about business relationships.
Service - Serving our clients is the foundation of our relationship with them.
Integrity - Honesty and confidentiality are the hallmark of our relationship with our clients.
More specifically, success in the insurance and investments profession requires a number of prerequisites:
Product Knowledge - The insurance and investment industries are complex and ever-changing. In order to keep clients well informed and represent yourself and VRSI as a reputable source of accurate information and valued consultation, you must stay current on a vast array of products.
Life-Long Learning - Maintaining product knowledge requires continuing education. VRSI provides on-going learning opportunities to keep abreast of new product lines, product features, and compliance requirements. Certifications are available to add to representative credentialing and creditability opposite competing firms in the insurance and investment profession. Individually and colletively we mirror the image of Virginia Retirement Specialists, Inc.
An Attitude of Servanthood - The "flip side" of sales is service.They represent different sides of the same coin. You cannot have one without the other, or, at least, not at VRSI.
Client Communication - Communication between any two or more individuals requires a sincere dialogue, complete with respectful inquiries, active listening and appropriate responses. These ingredients are paramount to VRSI client relationships. Frequent follow-up is one means by which to ensure clients that are vigilant concerning their financial needs.
Trust - Individuals and organizations entrust their futures to us and we must exercise wisdom to earn and preserve that trust. Financial ambition on our part must never outweigh what is in the client's best interest.
Ethical Standards of Behavior - The successful business operation and reputation of VRSI is built upon the principles of fair dealing and ethichal conduct. Our reputation for excellence requires careful observance of the spirit and letter of all applicable laws and regulations, as well as a scrupulous regard for the highest standards of ethical conduct.
Freedom to Exercise Your Style - Some agents build relationships and close sales on the golf course; others over dinner; still others with a personal visit to a client's home or office. What works for you and your clients is the key. Refining your own personal style is one of the benefits of becoming an Independent Agent and the means by which to develop rapport, serve your clients, and increase your earning opportunity.
Long-Term Commitment - We want clients to make a long-term commitment with us; therefore, it is important for us to make a long-term commitment to this profession. This requires a strong work ethic, persistence, and patience.
The components outlined above are critical in our profession, so it is important that you carefully consider them before you commit to your affiliation with Virginia Retirement Specialists, Inc. We provide every resource we can to promote your success. The rest is up to you. There are wonderful opportunities awaiting you as an affiliate of VRSI. Your success is directly proportionate to your long-term investment.
We look forward to your association with Virginia Retirement Specialists, Inc. and welcome you to VRSI. If you have any questions, please feel free to contact us.