Home

About

Services

Knowledge

Contact

Login



Services

1. Develop New Retirement Plan Sales Opportunities:


* Lead generation and appointment setting
* Tele-prospecting and brand development
* Fully customized to your practice, identity and target market
* Sales pipeline development and management

2. Prospect Database Optimization:


* Map & Import our data into your prospect database
   (and/or)
* Use our online retirement plan sales and service program
* Online, hosted & secure
* Promotes the logical transition from prospect to client
* Integrated & updated real-time by your staff and by our prospectors
* Sales Force Automation tools customized to sell 401(k) plans
* Service modules to improve & automate client service and reporting

3. Industry Data and Marketing Intelligence:


* Prospecting metrics (statistics on marketing campaigns)
* Highest degree of reporting on what works and what doesn't when prospecting
* Shared Producer Library
* Shared information on providers, articles, and industry specific information
* Benchmark retirement plan information
* Performance
* Expenses
* Plan design
 
 
 
   
 
 
All rights reserved © 401k Sales Force, LLC