GA-Atlanta Retirement Planner

American Senior Benefits•Peachtree City, GA

22h

About The Position

Overview ✨ Join a Trusted Financial Services Team with Proven Success! ✨ Are you a financial expert seeking a supportive and innovative environment? Our Independent Insurance Marketing Organization and Broker/Dealer ASB FInancial offers a proven marketing process and extensive support to elevate your practice. Why Choose Us? Qualified Prospect Delivery: We bring vetted leads to you. Open Architecture: No proprietary product restrictions. Trusted Digital Partner: Collaborate with a 39-year-old leader in asset management technology. Key Benefits: No Up-Front Costs: Start without financial barriers. No Cold Calls: Focus on client engagement, not prospecting. Client-Centric Approach: Enhance your client's experience with unmatched support. Access to Experts: Work with our specialists and keep all your commission or collaborate on advanced cases. Responsibilities Ingage 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.

Requirements

CFP®
ChFC®
Securities Licensed CPA
MDRT-level producers

Responsibilities

Ingage 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.