401(k) and Qualified Plans

Identifying potential prospects that can benefit from your services is essential, but conducting that research often requires sacrificing time with current clients.

401K Appointment Setting Programs: Business Leads by The PT Services GroupYou are a subject-matter expert. Your time is best invested in your current client base or in engaging potential prospects.

The PT Services Group will help you to identify these opportunities and provide you with the business intelligence that you need to initiate a conversation about your services and how you can help them. The business intelligence report for a 401(k) and Qualified Plans prospect will prepare you to engage that prospect by telling you:

  • Business Intelligence Report - 401k Qualified PlansDecision maker name and title, company name, address
  • Qualified plan currently in place, length of time with that company
  • Advisor, length of time with that advisor
  • TPA, length of time with that TPA
  • Total employees, eligible employees, participating employees
  • Areas they would like to improve
  • Decision-making process

This intelligence, combined with specialized sales coaching, optimizes your opportunity to create a pipeline for lead generation and sales.

Connect with us or contact John Pojeta (412-291-6685), our VP of Business Development, to find out how business intelligence can improve your business.