Julia Stati, AIF®, QKA® | Source | Customer Engagement Specialist at Sentinel Benefits & Financial Group
Julia Stati, AIF®, QKA®
Julia drives demand for Sentinel’s products and services in a variety of ways, including lead generation, qualifying targeted leads or leads that have been generated by marketing, managing and qualifying inbound lead activity; lead nurturing; event follow-up support; engaging in net-new targeted calling; and appointment setting.
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While there are automated methods to gather information such as account balances, work history or what topics plan participants click on. What topics, what life events [do] they see on their horizon? That’s one way to capture topics, and then also ask, ‘How do they want to learn? What method do they want?’
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How Social Media Influences Plan Sponsors’ Participant Communications | PLANSPONSOR
The critical mission of educating younger employees about retirement investing requires different engagement tactics than in the past.
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Sentinel Benefits & Financial Group
Customer Engagement Specialist