Sales Support

Whether a consultant is new to selling retirement plans or is experienced in the industry, our sales staff and sales tools provide the support needed to succeed.

Our sales staff customizes each sales proposal for each client according to the recommended retirement plan program, funds, services and fee type.

To help grow each consultant's business, we provide a variety of signature-ready letter templates online for prospecting, cross-selling products, and inviting employees to enrollment meetings. Consultants have access to white papers on a variety of technical financial services topics to use with their plan sponsors.

For more information, please contact the First Mercantile Sales Department.