Retirement Services

Workflow Template

Retirement Services

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.

Related KPIs : Clients per Registered Financial Representative, Clients per Registered Investment Advisor, Average Handle Time (AHT)

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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