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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

INCENTIVE

TOTAL CASH

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

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
830 National Accounts/Channel Manager
831 Product Manager
832 Sales Manager

 

 

COMPENSATION SURVEYS & REPORTS

Sales Compensation Survey & Analysis
2017-2018 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