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ANNUAL SALES COMPENSATION SURVEY & ANALYSIS

Table of Contents [Overview] [Methodology] [Order Report]

INTRODUCTION
110 Foreword
120 Table of Contents
130 Methodology
140 Universes
150 Job Descriptions

BASE COMPENSATION
210 Inside Sales
220 Wholesaler
230 Institutional Sales
240 Pension Sales
250 National Accounts/Channel Manager
260 Sales Manager

INCENTIVE
310 Inside Sales
320 Wholesaler
330 Institutional Sales
340 Pension Sales
350 National Accounts/Channel Manager
360 Sales Manager

TOTAL CASH
410 Inside Sales
420 Wholesaler
430 Institutional Sales
440 Pension Sales
450 National Accounts/Channel Manager
460 Sales Manager

TOTAL DISTRIBUTION COST
510 Total Compensation
520 Staffing Ratios
530 Production
540 Average, Low, and High Benchmarks for Wholesaler
550 Average, Low, and High Benchmarks for Institutional Sales
560 Average, Low, and High Benchmarks for Pension Sales

EXPENSES & BENEFITS
610 Travel & Entertainment
620 Benefits

LONG-TERM COMPENSATION
710 Prevalence, Values, Vehicles, Eligibility and Measures

CONCLUSION
810 Inside Sales
811 Sales Desk Manager
812 Compliance Officer
813 Operations Manager
814 Administrative
820 Wholesaler
821 Institutional Sales
822 Pension Sales
830 National Accounts/Channel Manager
831 Product Manager
832 Sales Manager

 

 

COMPENSATION SURVEYS & REPORTS

Sales Compensation Survey & Analysis
2016-2017 Annual

Wholesaler Group Size & Compensation:
Mutual Funds | Variable Annuities

Defined Contribution (401k, 403b & 457 Plans) Retirement Sales Compensation Survey:
Small to Midsize Plan Markets
Large Plan Markets

Cost of Distribution:
Mutual Funds | Variable Annuities

Analysis of Sales Force:
Mutual Funds | Variable Annuities