Group Retirement Plan Lead Generation

Group Retirement Plan Lead GenerationWho we call:

We call small businesses for Group Retirement Plan leads. These leads are generated by speaking with decision makers who have a part in determining what retirement plans the company will participate in. The prospect may simply be a person who is authorized to gather information or actually the one who makes the final decision.

How we call:

A market research approach is used to generate each lead. Our Telemarketers begin by asking questions regarding retirement plans the company has in place and gathering information on those programs. This includes what company they are currently with, how many employees participate in the plan and the total number of employees who work at the business. This insures you will receive business retirement plan sales leads which fit your needs.

The Pitch:

About a minute into the phone conversation, each prospect who meets the qualifications of your order is now solicited. Our professional telemarketers personably and cheerfully offer the person the opportunity to benefit from your services. Each lead willingly agrees to receive a call from you and knows she/he will hear about the retirement plan options you have available. We also have group 401k scripts so you can receive quality group 401k prospect leads to set your sales appointments.

The Benefit to You:

Most of our agents use these leads to set face-to-face appointments. However, some simply drop in to see the person. Others choose to contact their prospects using a combination of phone, fax, email and internet. Once the connection is made, you are able to work your “sales magic” adding to your book of business.

Interested? View our options for Group Retirement Plan Leads.

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