Retirement Services

Workflow Template

Retirement Services

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

Frequently Asked Questions

Q: How do you create your Workflow Templates?

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.

Q: What can a Workflow Template do for me?

A: Boost productivity, efficiency, and service levels! Broken business processes—marked by manual workarounds, downtime, and errors—are all too common. Many businesses write off this waste as “the cost of doing business.” But you know better than that! Simply select the OpsDog Workflow Template that best fits your situation, tweak it to your liking, and then use it to train employees, identify process improvements, inform an IT project, or re-design a workflow. That’s a lot of power in your hands, cheap!

Q: What’s in the box when I buy one?

A: Three handy versions, all in one zipped file. It’s yours to download immediately upon purchase, and includes your chosen Workflow Template in PDF format, plus Microsoft PowerPoint (which you can edit), and Visio (which you can also edit).

Q: Your download-able templates look great. But I need something custom. Can you help?

A: Heck yes. Our analysts would be happy to provide you with a more detailed Workflow Template than what we offer for instant download. We can also develop an entirely new, customized Workflow Template to fit your business; we specialize in this stuff and would love to help you! Simply email us ( or call us at 866.650.2888 and one of our friendly professionals will be happy to answer all your questions.

Contact OpsDog

Let us take your KPIs & business intelligence efforts to the top.

Contact us now to discuss a BI engagement with OpsDog.
Contact OpsDog