Expect Results

Here’s what you can expect to achieve when you use the 401(k) Sales Champion Workshop:

  • Confidence – This workshop will give you confidence in the career path you’ve chosen while giving you the insight into challenges you will likely face when working with 401(k) and other group retirement plans. This knowledge will serve you well as you forge ahead and plan your strategy for securing success.
  • Preparedness – Plan sponsors expect you to answer two primary questions:

    (1) Why should they allow you to work with them and their employees?
    (2) Why is your recommendation better than what they have now?

    This workshop will prepare you for these questions while giving you the confidence you need answer their questions and close the deal.

  • Focus – The 401(k) Sales Champion Workshop will provide you with the tools you need to build a business plan and will help you identify a plan to help you achieve your goals.

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About Us

Our professionals provide companies, just like yours, with recordkeeping, administration and compliance for their retirement plans. The Pension Source, Inc. provides services to more than 700 clients ranging in size from one to over a hundred employees with the small local business owner being our niche. We are proud of our reputation for providing efficient, accurate and affordable services to our clients. Learn More

Contact Us
(772) 287-9163

Fax: (772) 287-9170

Melbourne: (321) 676-4072

Juno Beach: (561) 625-5698

Juno Beach Fax: (561) 625-0736