Zully DiLascio

Timefficient, LLC is the financial industry’s most effective scheduling and territory management firm. We help financial wholesalers achieve outstanding sales production and exceed revenue targets by maximizing weekly appointments with top producers. Timefficient schedulers provide cost-effective, strategic scheduling and marketing support services that increase sales opportunities in large geographical territories, and reduce the amount of time clients spend planning sales meetings. Additionally, Timefficient has established relationships with target contacts and firms across the U.S. that can greatly benefit new wholesalers trying to build territories. Founded in 2008, Timefficient schedulers have become trusted partners to wholesalers at firms such as:-Protective Life Insurance Co.-Nationwide-The Smith Companies (a Capitas Partner)-Direxion Funds-New York Life Insurance Co.-Guardian Life Insurance Co.For a fraction of the cost of a full-time administrator, Timefficient scheduling coordinators will:- Work with wholesalers on a territory rotation plan to maximize time with their best producers- Develop appointment strategies using zoning technology to optimize time with clients/prospects and minimize travel time- Schedule and confirm meetings of all types, including individual and phone meetings, seminars and large-group meetings - Enhance customer data with continuous contact information and call history updates- Deploy Mass Mailings and Email Campaigns with key product information - Assist with travel arrangements and expense reports- Send thank you notes, birthday cards and cards of concern (additional fee)For information on how Timefficient’s professional staff and proven business methods can drive your sales to the next level, contact me at: [email protected] or (803) 547-0779.Visit our website: www.timefficient.com