About Timefficient

Timefficient has achieved a marked increase in lead relationships. Improved client productivity resulted in thousands of additional sales opportunities. The time our clients spent on planning sales meetings was cut by more than half. We enhanced our clients’ corporate culture by providing the tools to further develop outstanding client relationships. As a result, revenues significantly grew as compared to an industry average of five percent.

Many of our clients wanted to differentiate themselves by providing personalized and localized service to their clients while improving their productivity. They also wanted to generate new revenue streams and maximize opportunities among their line of business. Given the intensely competitive nature of their industry, they sought to deploy our services quickly.

With over 4 years of experience of working with wholesalers nationwide, selling annuities and mutual funds within wirehouses and independent channels, we have come to understand that time management is the key to success for wholesalers looking to increase their client base and reach their goals.

What is our approach?

• Listen to your needs
• Understand your goals
• Develop a strategy
• Manage your campaign

We welcome any sales team who would like to partner with us for a more successful campaign. Some of our clients include:

• Protective Life Insurance Company
• Atlantic Financial, LLC
• Ohio National

When opportunity knocks….let us schedule it for you…..we look forward to working with you.

For more information, contact us today @203-775-0444 or info@timefficient.com