Federal benefits advisor: 25%+ conversion on FERS appointments
Most lead vendors ignore the federal market entirely. The ones that don't, send life or Medicare leads mislabeled as "federal."
Advisor needed prospects who actually had FERS / TSP context — not generic retirement leads with a government-employee filter bolted on.
Goal: 15–30-year-of-service federal employees within 5 years of retirement eligibility. Pre-qualified on timeline + primary concern.
Campaigns built around FERS pension maximization, TSP rollover tradeoffs, FEGLI alternatives — language federal employees recognize.
Geo-targeted around federal employment hubs: DC, Northern Virginia, Maryland. Military bases added in month two.
Pre-call verification included years of federal service (when provided) and primary concern — advisor walked into every appointment already knowing the problem.
22 exclusive federal retirement appointments delivered in month one.
Average cost per appointment: $410.
6 cases closed. 27% conversion on verified appointments — over 3× the advisor's previous digital-lead channels.
Built a referral pipeline within 2 federal agencies by month three.
22 exclusive federal retirement appointments delivered in month one. Federal Benefits Advisor (case study pending publication approval) FERS / TSP specialist · Virginia–DC metro