About Us: Clients

Sequoia Clients

The following firms represent some of Sequoia’s clients whom we have had the pleasure of working with in either customized programs or open enrollment venues.

• AXA Financial
• BlackRock
• Columbia Asset Management
• Dynamic Mutual Funds Canada
• John Hancock
• Legg Mason
• Mackenzie Financial Canada
• Nationwide
• Pacific Life
• State Farm
• Sun Life
• Transamerica
• Genworth Financial

 

MY ROLE

 
       
 

Field Wholesalers

 
 

Internal Wholesalers

 
 

Field Sales Management

 
 

Relationship Managers

 
 

Internal Sales Management

 
       
 

UPCOMING PROGRAMS

 
Core Skills 80/20 Wholesaling
February 21 - 22
 
Sales Desk Manager
March 22– 23
 
Core Skills 80/20
Internal Wholesaling
May 23– 24
 
  Register for Open Enrollment Programs or call 630.955.6030 to register today.  

 

   

     
 

Sequoia System International | 1515 Legacy Circle | Naperville, IL 60563 | Tel 630.955.6030 Fax 630.955.6031
© 2010 Sequoia System International. All rights reserved.