Overview 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. 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. Qualifications Perfect For: CFP, ChFC, Securities Licensed CPA, MDRT-level producers. Join Us Today! Transform your career and client interactions. Apply today. Compensation USD $100,000.00 - USD $500,000.00 /Yr. #J-18808-Ljbffr
Job Title
GA-Peachtree City Insurance Advisor