Who Should Participate?

The 401(k) Sales Champion Workshop is ideal for individuals who are currently in the following stages of their careers:

  • Launch – Whether you’re brand new in your career, or just new to retirement plan sales, you may be wondering: How do I get started in 401(k) sales? How do I contact my current relationships about their company’s retirement plan?
  • Grow – Those in this stage of their careers are advisors with existing plans (likely less than 20). You probably acquired these plans through your relationships with decision-makers. You already realize the power of group plans and want to proactively seek out and acquire new opportunities by improving your acquisition and retention process.
  • Improve – Those in this stage of their career already specialize in group retirement plan sales and are responsible for the professional development of other team members. You would use this workshop and other program offerings as business improvement resources for your team.

Furthermore, the 401(k) Sales Champion Workshop is ideal for advisors who will make a commitment to complete the activities over an extended time period to realize optimal results as you seek to build or improve upon your group retirement plan business. Click here to discover why this program will work for you.

Are You Ready To Grow Your Business?

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