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Sales Strategy/Consultant Retirement Income (Thought leadership (How do we…
Sales Strategy/Consultant Retirement Income
Sales and Marketing solutions
new articles - original
presentations - create individually or with group
support questions from wholesalers - HL, Annuities, LIB, case work
Changes to wealthcentre
Answer questions for the team - products, sales application, wholesaler process
Creating new tools
Adhoc
redo Annuity, GIO and legacy rate sheets
Reviewer for new applications
Review of new advisory services website
Reviewer of John Yanchus articles
Product Marketing team resource
HelloLife launch/HelloLife pilot 2017
Interviewing wholesalers
Assisting in re-writing training course
Refining marketing materials and reorganizing using CFS process
Develop Salesforce protocol for pilot
LIB new client piece
Thought leadership
Lifestyle planning in retirement
Practise management - what makes a great retirement business from the customer's viewpoint
How do we better straddle the combines knowledge and talents of individual customer and group retirement business units - more collaboration
How to do take service and sell to a retirement customer who is increasingly mobile savy
How do we service and sell to the retirement saver in a mobile savy world
How do we compensate advisors on books that are shrinking if they are in the retirement business
How do we build on HelloLife so the tool stays relavant
Annual retirement income survey- customers
Write articles that cover social, mental, and physical changes in retirement
How to train advisors to run a retirement income practise: tools, multi-layered products, multiple needs, flexibility, guarantees
How do we better leverage social media on retirement topics