Team Approach
Regional Sales Director
- Provides retirement plan analysis and strategy
- Offers industry and product expertise
Internal Wholesaler
- Provides sales support for proposals, pricing scenarios and prospecting
- Acts as your go-to person for product information
Relationship Manager
- Provides guidance and customer support for plan sponsors
- Helps streamline plan administration
- Provides participant education assistance
- Conducts on-site plan reviews as needed
Participant Engagement Specialist
- Facilitates retirement plan enrollment and education meetings
- Conducts Imagine Retirement RightSM workshop, featuring a unique, patent-pending process
New Business Consultant
- Helps plan sponsors establish and onboard their plan
- Identifies each party’s responsibilities and keeps the team on schedule
- Facilitates a clean and accurate conversion of employee and payroll data
