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Building Your Business
When starting out, our Investment Representatives spend their time in the communities they serve, making face-to-face contacts with neighborhood residents and with local businesses.
How do they go about creating customers and building a business? They spend time getting to know individual prospects and their investment needs and objectives. Only after that one-to-one interaction and development of a comprehensive understanding of each individual's goals do they provide advice and recommend appropriate investments or services.
This is truly a unique level of personal service, and it is why we do business through single-broker neighborhood offices. Our long history of success proves that this time-honored way of doing business works.
This is a unique and exciting opportunity for the right type of person. But make no mistake. This is an intensive sales position not suited to most of the people who will read these pages.
Becoming an Edward Jones Investment Representative demands a unique commitment of time, energy and personal drive. The training is tough and the work is hard.
But the right person using the tools and skills that Edward Jones provides can find great success in this career.
Success as an Edward Jones Investment Representative demands long hours and hard work, especially during the first years. Following the Edward Jones recipe for success entails diligently following every step.
1. Make 25 quality contacts per day (125 per week).
2. Ask open-ended questions to obtain financial information.
3. Present an appropriate investment and ASK for the order.
4. Assess each contact and indicate the next action to be taken.
5. Contact each prospect at least once every two weeks.
And always do what's right for the customer.
Does this sound like a working style you can commit to?
Now, we suggest you re-read those five steps more carefully. And think about what each step really means.
Making 25 quality contacts does not mean making 25 telephone calls or knocking on 25 doors. A quality contact is a conversation during which a prospect's needs are assessed, his or her interest piqued, a product explained or an appointment set.
It takes an average of seven separate contacts before a prospect becomes a client.
Would you find such a process frustrating or challenging? Your answer will tell you whether you should continue reading, or consider looking elsewhere for a career better suited to you.
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