You’re a retirement plan expert – not a telemarketer. Yet finding new clients means hours of cold calling, leaving voicemails, and hoping someone picks up. The numbers game is draining, time-consuming, and pulls you away from what you do best: advising.
That’s where the 401k AI Agent changes everything.
This isn’t just another automation tool. It’s a force multiplier designed specifically for retirement advisors who want to reach CFOs, plan sponsors, and decision makers – without sacrificing their expertise or time.
Here’s how it works:
Smart, personalized outreach
The agent writes emails that sound like they came from a retirement expert who did their homework. It pulls real plan data, analyzes strengths and gaps, and connects them to the recipient’s background – not generic “we both own dogs” fluff.
Automated calling that saves your energy
Press “Start Calling” and the system dials automatically. It recognizes voicemail, can leave messages in your voice, and frees your fingers and vocal cords for real conversations. Our team tested this: what used to take 5–6 hours now takes one.
Real-time sales support during calls
When someone picks up and asks a tough question, the agent provides teleprompter-style suggestions – like having a retirement and sales expert at your side 24/7. Get the best possible response in the moment to win the meeting.
Scale without hiring
Instead of bringing on junior staff who lack expertise, the agent does the heavy lifting: research, personalization, dialing. You focus on the human connection that closes deals.
The result? 5x more calls, deeper personalization, and your time back. You’re not replacing yourself – you’re amplifying your impact.
