Sales Desk

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.

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.