GA-Savannah Insurance Advisor presso AMERICAN SENIOR BENEFITS LLC
AMERICAN SENIOR BENEFITS LLC · Peachtree City, Stati Uniti d'America · Onsite
- Professional
- Ufficio in Peachtree City
🌟 Revolutionize Your Financial Services Practice with Us! 🌟
Looking for a breakthrough in financial services? Join our Independent Insurance Marketing Organization and Broker/Dealer, - 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.
- 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.
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.
Perfect For:
Ambitious CFP®, ChFC®, Securities Licensed CPA, and MDRT-level producers looking to make an impact in a rewarding environment.
Join Us Today!
Transform your career and client interactions. Apply today.
