Recruiter

As a recruiter, having Discovery data at your fingertips increases your knowledge and efficiency, maximizing your recruiting time. Review hundreds of data points on a recruit you are talking to. Identify and pursue recruits in a specific area, from a particular firm, with certain tenure in the business or at their current employer.

Qualify Candidates

• The Discovery databases provide access to over 1.9 million financial services industry professionals and firms with the most accurate and up-to-date information to search on when looking for candidates.
• Utilize demographic filters such as:
  • Number of years as a rep
  • Number of years at current firm
  • Assets Under Management, in certain cases
  • Insurance and securities licensing details
  • Dually-registered and new advisors
  • Captive agents
  • Carrier appointments
  • Business and home contact information

The speed in which we are able to conduct a search in the Discovery database makes retrieving important information easy and effective. Additionally, the quality of the data and assistance from the Discovery account managers contributes to how useful the database can be for our recruiting needs.

Keep Up With Industry Movement

• With Discovery having recorded over 50,000 registered reps having switched broker-dealers in the past two years, recruiters find themselves using out of date CRM systems. Discovery continuously tracks industry movement within our databases to notify you of the firms affected down to the individual that moved, keep you abreast of industry trends throughout the year, update your CRM system with our data services, and improve efficiency and productivity. We flag reps no longer in business, introduce newly-registered reps and track reps from their previous employer to their current firm.

Discovery has allowed us to successfully contact and establish relationships with life and health licensed agents who are highly experienced and fresh to the industry. The ability to easily create contact lists with the exact information I'm looking for has saved me time and given me the power to eliminate the information that doesn't fit my needs.