Retirement Plan Internal Sales Desk Scope and Responsibilities
This report shows functions for which retirement plan internal sales desks are responsible against staffing levels and activity volume by market. Findings allow you to benchmark your team against like-teams (in markets where you operate) and to decide how you might structure your team to enhance sales effectiveness. The goal is to collect information for 20 to 25 firms. Only participating firms receive results. Report is for internal company use only (service provider side), may not be shared with third parties, no company-by-company findings.
Respond by: October 27
Receive report by: November 17
Associated event: EACH Enterprise Internal Sales Desk Roundtable Annual Meeting