career opportunitiies
sales philosophy
     
 

Sales Philosophy and Process
General Approach
OMM representatives are encouraged to see themselves in the role of the buyer rather than seller. In other words we help clients buy the right solution to their particular investment, finance and tax problems rather than try to sell them something they don’t need, want or can’t afford.

In order to achieve this we aim to treat clients the way we ourselves would like to be treated if the roles were reversed and we were the prospective client rather than the adviser.

It is against OMM’s sales philosophy to make unwarranted or unrealistic claims for the products or services the company offers and we are obliged to confirm any recommendations in writing to the client.

 
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Copyright 2008 • Offshore Money Managers Correduría de Seguros S.L.
CIF: B92178276. Registered with the Dirección General de Seguros y Fondos de Pensiones Nº J-2126, holding obligatory Professional Indemnity Insurance Cover. Inscrito en el Registro Especial de la
Dirección General de Seguros y Fondos de Pensiones Nº J-2126, teniendo suscrito Seguro de Responsabilidad Civíl para el ejercicio de la actividad. All investments are accessed through regulated products.