If you want to do investment, financial management and sales, then you must first choose a large and safe platform. Generally speaking, the strength of the big platform will be stronger and the risk control will be improved. Compared with a small platform with weak strength, such a platform will operate relatively stably and have a good platform. As a salesperson, it is also easy to persuade customer service to buy products, and there will be more resources.

Secondly, we should know the details of wealth management products and quickly solve customers' doubts when they ask.

Finally, as salespeople, we need to know more about customers' needs and try our best to find financial products and financial planning suitable for customers, so as to bring more customers.