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ANALYSIS OF SALES FORCE: MUTUAL FUND STRATEGIES

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

INTRODUCTION

WHOLESALER
Single vs. Multi Product
Single vs. Multi Channel
200 Summary
210 Product
220 Distribution
230 Sales Force Size
240 Territory
250 Spans of Control
260 Benchmarks

INSIDE SALES
Single vs. Multi Product
Single vs. Multi Channel
300 Summary
310 Product
320 Distribution
330 Sales Force Size
340 Benchmarks

CHANNEL MANAGER
Single vs. Multi Product
Single vs. Multi Channel
400 Summary
410 Product
420 Distribution
430 Sales Force Size
440 Spans of Control
450 Benchmarks

SALES MANAGER
Single vs. Multi Product
Single vs. Multi Channel
500 Summary
510 Product
520 Distribution
530 Sales Force Size
540 Levels: National vs. Divisional
550 Spans of Control
560 Benchmarks

 

 

COMPENSATION SURVEYS & REPORTS

Sales Compensation Survey & Analysis
2016-2017 Annual

Wholesaler Group Size & Compensation:
Mutual Funds | Annuities

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

Cost of Distribution:
Mutual Funds | Annuities

Analysis of Sales Force:
Mutual Funds | Annuities