Retain & Reward Leaders

Employer-Employee Sales Pitch Vault

Professionally written, one-minute ready-to-use opening call scripts designed to secure advisor appointments focused on key talent retention and tax-optimised benefits.

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Opening Call Scripts

Choose a template, click the copy button, and adapt to your firm

1 Private Limited / Limited Company

Tone: Strategic People-Risk Focused
“Good morning Mr. ___, I’m calling because we’re helping growing companies review how they financially retain and protect key leaders beyond salary. Many organisations are doing a lot on performance and incentives, but there’s often no long-term financial structure linking the company and the key person. I’m not calling to sell anything on this call. I just wanted to check if you’d be open to a 15-minute discussion to see whether such a gap exists in your organisation. If it’s not relevant, we close it there. Would a short meeting this week work?”

2 LLP / Partnership Firm

Tone: Continuity Stability
“Hello Mr. ___, I work with LLPs and partnership firms on retaining and securing the future of key working partners and senior professionals. In many firms, partners are protected personally, but the business has no structured way to manage continuity or commitment. This is not a product discussion right now. I’d like to take 15 minutes to understand your structure and show how firms are using a company-level framework to address this. If it doesn’t apply, we drop it. Can we fix a short meeting?”

3 HR Head / People Leader

Tone: Retention Pipeline
“Good morning Mr. ___, I’m reaching out because we’re working with HR teams on long-term retention of critical leadership and succession planning. Most companies rely heavily on salary, bonus, and ESOPs, but there’s often no structured financial continuity plan tied to tenure or performance. I’m not calling to pitch a product. Just a 15-minute conversation to see if such a structure would add value in your organisation. Would you be open to a short discussion?”

4 CFO / Finance Head

Tone: Governance Tax-Efficiency
“Hello Mr. ___, We’re currently reviewing how companies structure long-term employee benefits from a governance and tax-efficiency standpoint. In many cases, benefits are paid in the most expensive way simply because the structure was never reviewed. This isn’t a sales call. I’d like to have a 15-minute discussion to see whether a more efficient framework makes sense for your company. If not, we stop there. Would that be okay?”

5 Founder-Led / Fast-Growing Company

Tone: Emotional Future-Focused
“Good morning Mr. ___, As companies grow, one challenge founders often face is how to retain and reward key people without losing control or increasing fixed costs indefinitely. Most founders solve this later — sometimes too late. I’m not calling to sell anything today. I just want to take 15 minutes to show how some companies are planning this early using a structured employer–employee framework. If it’s not relevant, we won’t pursue it. When would be a good time?”

Universal Objective

  • Don't say policy initially.
  • Don't quote tax sections or premium.
  • Position EEI as retention + succession + tax-efficient benefit.
  • Goal = 15-minute meeting.

Do Not Say on Call

  • "Insurance policy"
  • "Premium amount"
  • "Tax deduction"
  • "Assignment"
  • "Section numbers"

Why These Work

  • Sounds like people strategy, not insurance pitch.
  • Speaks to employee retention & succession, not death.
  • Executive-friendly vocabulary.
  • Offers natural transition to a discovery meeting.

One-Line Clarifier

"It's a company-owned structure that helps retain and protect key employees while keeping control and efficiency with the business."