Experts in Personalized Retirement Plan Design & Administration
401(k) Sales Champion
Posted in
We believe that working together with our Financial Advisor partners helps us grow our business. In light of that, we are excited to be the exclusive source of the 401(k) Sales Champion Workshop for Financial Advisors in St. Louis, MO, Kansas City, MO, and Southern Illinois.
If you would like to gain FREE 24 hour access or learn more about the 401(k) Sales Champion Workshop, please complete the form near the bottom of our Contact page.
Whether you are new to the qualified plan arena or have a solid book of business with us, we value our Advisor partners and look forward to helping you grow your business practice by assisting you in closing more business!
The workshop is comprised of video segments that describe a 7-Step process you can follow to inspire you and show you how to optimize your 401(k) sales opportunities.
Additionally, the workshop provides E-Tools you can access and use to improve your 401(k) sales and service efforts– including the Production Analysis Manager or PAM.
What’s in the Program?
109 Topics via 36 Video Segments
A 7-Step plan that will help you cultivate and close more 401(k) sales opportunities
30 E-Tools to enhance your sales and service process
Personalized help
If you would like to gain FREE 24 hour access or learn more about the 401(k) Sales Champion Workshop, please contact sales@bpp401k.com.