GA-Peachtree City Insurance Advisor

American Senior Benefits•Peachtree City, GA

1d•$100,000 - $500,000

About The Position

🌟 Revolutionize Your Financial Services Practice with Us! 🌟 Looking for a breakthrough in financial services? Join our Independent Insurance Marketing Organization and Broker/Dealer, ASB FInancial - where our cutting-edge marketing process connects you with the middle to upper income market seamlessly. What We Offer: Qualified Leads: Focus on clients who are ready and eager to engage with assets over 400K Freedom of Choice: No proprietary product sales limitations. Digital Trust Partnership: Leverage a 39-year-old platform that enhances asset control and identification. What You Gain: No Cold Outreach: Say goodbye to cold calling and door knocking. Enhanced Productivity: Spend more time meeting clients, not chasing leads. Unique Education: Provide clients with exclusive insights and value. Full Commission Retention: Keep all commissions or collaborate with our experts as needed.

Requirements

CFP®
ChFC®
Securities Licensed CPA
MDRT-level producers

Responsibilities

Engage with Qualified Leads: Work with pre-screened, qualified leads generated from seminars and trust firm partnerships.
Conduct detailed consultations to understand client needs and goals.
Seminar Presentation: Represent the company in seminar settings, delivering professional and informative presentations on insurance products and services.
Collaborate with the trust firm to ensure a cohesive and comprehensive seminar experience.
Client Follow-Up: Follow up promptly with seminar attendees to address inquiries and provide additional information.
Build and maintain strong client relationships through personalized communication and exceptional service.
Professionalism and Client Interaction: Demonstrate the highest level of professionalism in all interactions with clients and partners.
Provide tailored insurance solutions that align with clients’ financial objectives and trust needs.
Documentation and Reporting: Accurately document client interactions, follow-up actions, and sales activities.
Maintain detailed records of client information and seminar outcomes.