Retirement Plan Lead Generation
Who we call:
We call small businesses for Individual Retirement Plan leads, we do not call homes. When developing these leads, we speak with people regarding their own personal financial needs. When our Telemarketers call the business, they speak with only those in management positions as well as owners, principles, or independent contractors.
How we call:
A market research approach is used to generate each lead. Prospecting for a retirement plan lead begins with asking questions about retirement savings a person has and gathering information on these plans. Then, personal information is gathered such as marital and parental status and age. This insures we will be developing quality retirement plan leads for you.
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 retirement plan options you have available. All of this helps you purchase the best retirement plan prospecting leads available.
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.
