I am a 401k (Employer Savings Plan) specialist with a brokerage firm so obviously the majority of my new business comes from people who have very recently left their job or has retired. What can I do or where can I go to get an early heads up on who these people are?
2007-04-26 17:10:59 · 4 answers · asked by Unbreakable 1 in Business & Finance ➔ Other - Business & Finance
Well, as far as teachers go, if you get the minutes to the last board meetings before the school year ends, they usually list all who have retired.
2007-04-26 17:18:50 · answer #1 · answered by Prissy Missy MBR 3 · 0⤊ 0⤋
Same way that any new account exec gets their leads. Cold calling!
But if you're a 401(k) specialist, how to you figure that the majority of your business comes from job-leavers and retirees?? You must REALLY be a newbie!
2007-04-27 00:19:17 · answer #2 · answered by Bostonian In MO 7 · 0⤊ 0⤋
You might contact HR in one or two large companies in your area and arrange to be notified.
2007-04-27 00:19:53 · answer #3 · answered by Jess 7 · 0⤊ 0⤋
This might help:
http://www.google.com/search?q=list+of+retirees
2007-04-27 01:08:52 · answer #4 · answered by Anonymous · 0⤊ 0⤋