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.
What is Retirement Services?
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.
Download a Sample Retirement Services
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A: From real-world consulting engagements with Fortune 500 leaders. We’ve spent 25 years analyzing operations at hundreds of leading companies worldwide, documenting thousands of business processes at precise levels of detail. We’ve anonymized this data—drawn from millions of dollars’ worth of consulting assignments—and have made it available to you in easy-to-use templates at affordable OpsDog prices.
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