GA-Peachtree City Insurance Advisor

AMERICAN SENIOR BENEFITS LLC; Camrose; On-site; USD 100,000 - 500,000; Full time

Job summary

Join an innovative financial services organization that empowers you to connect with clients in the middle to upper income market. This role offers the freedom of choice without proprietary product limitations, allowing you to focus on what truly matters—building relationships and providing tailored insurance solutions. With no cold outreach and a wealth of qualified leads, you can enhance your productivity and transform client interactions. Enjoy the benefits of full commission retention while collaborating with experts when needed. This is your opportunity to revolutionize your financial services practice and achieve exceptional success in your career.

Qualifications

• Ideal for professionals with CFP, ChFC, or Securities License.
• Experience in client engagement and consultative selling is essential.

Responsibilities

• Engage with qualified leads generated from seminars.
• Deliver professional presentations on insurance products.

Skills

Client Engagement

Professional Presentation Skills

Relationship Building

Consultative Selling

Education

CFP Certification

ChFC Certification

Securities License

CPA

Job description

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.