Solutions for Divisional Managers

The Strategic Advantage for Divisional Managers and Their Teams

ESA Builds a Strategic Advantage

Executive Scheduling Associates is the perfect solution for divisional managers that oversee teams covering large, geographical territories. Our services give you and your team a strategic advantage, standardizing your team’s scheduling network, increasing your team’s productivity, streamlining and reducing costs, and so much more.

ESA Improves Seamless Productivity

A seamless network is essential for effective divisional productivity. ESA supports the intense networking dynamics of the divisional manager and team, resulting in increased efficiency, focus, and ultimately, production.

Divisional managers have easy web access to valuable information regarding each wholesaler’s calendar, including meeting types and meeting count. Internal wholesalers have direct access to the external’s scheduler and their call notes, including turndowns. External’s have a personal executive scheduling associate at their disposal, generating phone calls, sending emails, and setting meetings so they can meet with more people during each week.

Our services facilitate a seamless collaboration between the divisional manager and team, improving internal sales, external production, and overall team success.

And for your wholesalers...

ESA Increases Wholesaler Activity

Increased activity is vital to outstanding sales production. It’s a numbers game; more meetings, more sales. ESA is a powerful activity booster for the wholesaler, increasing activity up to 50 percent. Our services allow the wholesaler to stay mobile while we build their activity to a profitable level. We help the wholesaler generate 4 to 5 meetings per day, while maintaining maintain their calendar 2 to 3 weeks out. We work hard to give them less “windshield time” and more “face time” with their clients.

ESA Schedules Better Meetings

Strategic data management is crucial to generating the best meetings possible. ESA helps the wholesaler create and refine a ranking system that is incorporated into the contact management system we build for them. Our services place priority on top producers, 80/20 lists and focus groups, resulting in quality meetings and better sales.

ESA Gives the Leading Edge

The leading edge can be the difference between winning and losing. ESA gives the divisional manager and team a clear leading edge compared to their counterparts and their competitors. Our services increase winning performance, a necessary talent of any team looking to succeed in the financial industry.

What We Offer

  • Scheduling
  • Territory Management Consulting
  • Data Refinement
  • Real-Time Web Calendar
  • Outlook / Calendar Integration
  • Thank You Notes & Mailers
  • Travel Arrangements
  • Expense Reports
  • Entering Activities
  • Marketing Packages
  • CE Seminars

Contact Us

Enrollment is Easy

Enroll today by contacting us by e-mail or by phone.