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New AI Sales Assistant to Supercharge Retirement Plan Advisor Success
- Rebecca Hourihan
- 2 minutes ago
- 1 min read
401(k) Marketing is excited to announce the launch a powerful new AI Sales Assistant built directly into the membership portal. Designed exclusively for retirement plan advisors, this tool delivers fast, reliable, and compliance-conscious support—anytime it’s needed.
Unlike general AI platforms, our AI Sales Assistant is custom-built and trained on 401(k) Marketing’s professionally developed materials, including our industry-specific personas and compliance guidelines. The result? Advisors can generate high-quality, personalized, and compliance-ready messaging in seconds—without ever leaving the portal.
“Retirement plan advisors need resources that work as hard as they do,” said Alex Jackels of 401(k) Marketing. “This AI Sales Assistant is like having a marketing team member available 24/7 who knows our entire library inside and out.”
What the AI Assistant Can Do:
Provide personalized follow-up ideas based on meeting type or plan sponsor profile
Instantly locate marketing resources like presentations, guides, emails, and more
Offer strategic guidance for outreach and client engagement
Simplify navigation of the Content Library using natural language.
Trained exclusively on 401(k) Marketing’s full suite of content and built with the advisor’s workflow in mind, this tool delivers expert-level support—whenever it’s needed.
Watch the Demo Video →
Now live and available to all current Pro and Account Management members inside the Retirement Plan Marketing Content Library.
About 401(k) Marketing:
401(k) Marketing is the modern marketing agency for the retirement plan industry. We are proud to support our clients through custom engagements, content marketing campaigns, sales material innovations, thought-leadership consulting, interactive workshops and speaking events. Our mission is to empower the retirement plan industry with high-quality marketing, ultimately inspiring Americans to become financially prepared for their future.