Retirement Services (Direct Sales) Process Workflow Template

OpsDog Retirement Services (Direct Sales) Workflow - Preview Image

Overview: Retirement Services (Direct Sales) Workflow Template

This workflow template illustrates the sales of retirement services products to retail (i.e., individual) investors through the call center, or direct, channel. This process includes initial call processing, customer education and any other required pre-sale communications. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand Retirement Services (Direct Sales) processes.

Download a Free Sample of this Workflow Template

Process Details and FAQ: Retirement Services (Direct Sales)

What is included in the Retirement Services (Direct Sales) process?

The Retirement Services (Direct Sales) process involves coordination between retirement services sales prospects (i.e., callers), call center representatives and financial advisors to educate and close potential retirement services clients. The process is triggered by a call from a potential customer looking to gather information about the financial institution's retirement investment products and services. The call is received by a call center representative who then verifies the identity of the caller and transfers them to a financial advisor, or retirement services representative/specialist. The financial advisor and caller then discuss potential options and next steps related to the bank's retirement services.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Retirement Services (Direct Sales) process:

  • 1.Average Lead Time (Retirement Services)
  • 2.Customer Retention Rate (Retirement Services)
  • 3.Lead-to-Close Rate (Retirement Services)
  • 4.Lifetime Customer Value (Retirement Services)
  • 5.Retirement Services Customers per Financial Advisor

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Retirement Services (Direct Sales) process:

  • Customers (Investors)
  • Call Center Representatives
  • Financial Advisors

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, PowerPoint (PPT) and Visio (VSD) file formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

Questions?Call: 844-650-2888Email:
  • Workflow Template


    Retirement Services (Direct Sales)

    - Instantly download files
    - Includes PDF, PPT, VSD file formats
    - Customize VSD and PPT versions
    - Mapped in BPMN 2.0 format


    Call: 844-650-2888


Related Products

Looking for a custom solution?

OpsDog’s remote analytical team can provide custom, high quality data, reports and analysis for your organization with low cost and risk. Custom solutions include:

Questions?Call: 844-650-2888Email:

Let's find a solution that works for you. Fill out the form below and an OpsDog team member will contact you shortly to learn more about your needs...

Need help?
Call: 844-650-2888
Tax will be calculated in the purchase step.
Continue to Payment
Please login to continue your purchase
Need help?
Call: 844-650-2888
Need help?
Call: 844-650-2888
Back to Top