401k Cold Call Script (Here's a Template to Get You Started)
Since cold transferring isn't the best approach, here's a sample 401k cold call script you can adapt:
Introduction (Introduce Yourself and Your Company)
"Hi [Name], this is [Your Name] from [Your Company]. We help businesses like yours offer retirement savings plans to their employees."
Value Proposition (Highlight the Benefits of a 401k Plan)
"I understand that Afghanistan Phone Number List many businesses are focused on attracting and retaining top talent. A well-designed 401k plan can be a valuable employee benefit that can help you achieve that. It allows employees to save for retirement while potentially reducing tax burdens for both them and the company."
Discovery Questions (Understand Their Needs)
"Do you currently offer a 401k plan to your employees? If so, are you happy with your current provider?" (Listen attentively to their response)
Tailored Pitch (Address Their Specific Needs)
"Based on what you've shared, it seems like [briefly summarize their situation]. We can help by providing a [highlight a specific benefit based on their response, e.g., cost-effective plan with a variety of investment options] that aligns with your company's size and budget."
Schedule a Meeting/Next Step (Offer Additional Information or a Consultation)
"Would you be open to a brief call to discuss your 401k options in more detail? There's absolutely no obligation, and I'm confident we can provide valuable insights to help you make informed decisions."
Remember
Be polite and professional.
Focus on the benefits of a 401k plan for their business.
Actively listen to their needs and tailor your pitch accordingly.
Respect their time and offer a clear next step.
By following these guidelines and personalizing this script, you can have more productive 401k cold calls.