The Pinnacle Sales Desk plays an integral role in supporting our advisors as being a single point of contact for navigating quickly through our various departments and applicable platforms. It is our goal to leverage highly qualified and motivated human resources to deliver state-of-the-art service to our financial professionals.
Sales Desk
The Sales Desk provides complete integration of our management systems and processes in order to create ease and efficiency for all our distribution channels. The areas of technical support and core competencies include:
- Client Services
- Presentations
- Collateral Marketing Materials
- Product Audits
- Illustration and Quoting Requests
- Applications and Supplemental Forms
- Submission Case Status
- Dashboard and Scorecard Reporting
- Customer Relationship Management
For more information, please contact the Pinnacle Sales Desk at 1-800-356-1167, option 1.
Client Testimonials
"The Pinnacle Sales Desk has been exceptional in supporting my newly formed RIA practice within LPL.
Having a robust insurance platform is essential to building a successful practice and the Sales Desk has
uniquely integrated services and processes to enhance my overall value proposition. In the brokerage
arena, there are numerous carrier and product choices all of which can be very challenging to manage.
Pinnacle has saved me time and resources!"
Brian J. Griffith, CFP®
Flagship Harbor Advisors, LLC
Flagship Harbor Advisors, LLC