Sales/Marketing Automation and Recruitment Strategies

Sales/Marketing Automation

Pricing Varies

(Plans starting at $500/month)

  • An automated e-mail and text based messaging process to follow up on leads or generate new opportunities.

  • Our flagship automation service is capturing rollover opportunities for Term Participants. In our experience with Sales Automations, clients have seen as much as a 10x lift in their quarterly revenue for retirement rollover.

    Ring the Bell is not limited to terminated participant automation and can create a custom automation to fit your needs.

    Contact us to find out more.

  • Lead Advisors, Business Development Reps, and Retirement and Insurance producers with cross-sell opportunities for wealth management.

Recruitment

Pricing based on Finder’s Fee Agreement

  • Recruitment automation specifically tailored to your ideal candidate profile. Our service utilizes a multi-channel approach to enhance response rates.

  • Qualified prospects: RTB uses our contact database to filter for candidates that match your job description needs.

    Exclusivity: RTB does not recycle candidates.

  • All industries with specialization in Financial Services, utilizing contact databases like Discovery Data.

I want to maximize the benefits of my hard work.

A Few of Those Who Have Rang The Bell

Contact Ring The Bell Systems about our services: