Guardian says these representatives have completed a social media training program to ensure successful interactions with customers and business partners via online channels. The training program covers social media basics, compliance issues, and how to leverage social capital through content planning, creation and publication. Further, the firm says it is working to extend its social media training program across its entire wholesaler network.
Guardian is also leveraging new content, compliance and retention software to equip its financial representatives and wholesalers with tools to effectively grow business through social media platforms such as LinkedIn and Facebook. Guardian says the successful use of these tools provides its agents with the ability to connect with more prospects, attain new clients and increase the assets under management in their books of business.
“Guardian’s financial representatives and wholesalers need to be where our clients are and increasingly this is on social media platforms,” explains Kurt Shallow, vice president of risk products distribution at Guardian. “These forums provide unprecedented client access and engagement opportunities, and are also great tools for recruitment and professional development for our agents and wholesalers.”
Guardian’s social media program provides its reps with access to relevant materials, such as articles, images and videos that can be passed along to their clients and prospects. These interactions are captured to remain compliant with federal regulations, Guardian says. On average, Guardian’s users share eight pieces of content each month to create new touch points and avenues of engagement with clients.
For more information about Guardian’s social media efforts is at www.GuardianLife.com.