DALBAR Awards Firms for Best-In-Class Telephone Sales Suppor

DALBAR Awards Firms for Best-In-Class Telephone Sales Support


Share this article
MARLBOROUGH, Mass., Dec. 16, 2020 /PRNewswire/ -- Today DALBAR announced the winners of the
2020 Excellence in Sales Support Award, recognizing those companies leading the industry in the handling inbound sales calls from the financial advisor community. This year's award winners are:
JPMorgan Funds
Putnam Investments
"The inbound sales desk is unique in that it blends elements of service and sales into a single role," explains DALBAR Director Brendan Yeager. "Advisors are calling in with specific requests and it is crucial that the sales desk associate be able to meet those needs in an efficient manner. But that is just the beginning of the associate's role. They are there to help advance the sale. I like to think of providing friendly and competent service as the price of admission. Once the associate demonstrates their knowledge and earns the advisor's trust, they are in a much better position to actively sell, whether that means highlighting the company or product's value proposition, ensuring that the advisor has the best marketing materials available, running illustrations, or something else entirely. It is in balancing these dual competing roles that this year's award winners really stand out. By providing an exceptional experience, they have the opportunity to advance the sale, which they are then able to effectively capitalize on. This lets the advisor make the sale, lets the company gain the assets and ensures that the client has the product that is right for them; it is a win, win, win."

Related Keywords

Brooke Halloran , Brendan Yeager , Putnam Investments , Source Dalbar Inc , Dalbar Inc , Sales Support Award , Customer Experience Audit , ப்ரூக் ஹாலோரன் , பிரெண்டன் யேஜர் , பட்நம் முதலீடுகள் , விற்பனை ஆதரவு விருது , வாடிக்கையாளர் அனுபவம் தணிக்கை ,

© 2025 Vimarsana