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Mentoring

With USA Tax & Insurance Services, Inc. you have the opportunity to work one-on-one with experienced, multi-million dollar producers through our Mentoring Program. Our mentors have all been top producers in our organization. Having achieved that level of success, their primary focus is now to support you in taking your  business to the next level.

Our mentors are available for weekly mentoring calls to give you the time and attention you need.
They also provide in-person office visits for assistance with seminar and sales presentations, office management and business development. 

In addition, many of our active producers in the field are always willing to lend their expertise and share their experiences with you, as part of our supportive organization of producers.

Topics covered in mentoring include:

• Account review
• Budgeting
• Business planning
• Case management
• Client communication
• Closing process
• Data management
• Employee management
• Marketing tools and techniques
• Networking
• Product education
• Sales concepts
• Sales presentation
• Seminar planning
• Seminar presentation
• Tax business operations
• Training evaluation
• Training opportunities
©Copyright 2010, USA Tax & Insurance Services, Inc. All Rights Reserved. For producer information only, not for solicitation or advertising to the general public.
Investment services offered through American Investment Services, an SEC Registered Investment Advisor firm.