GA-Atlanta Retirement Planner

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.

Qualifications

Perfect For:CFP®, ChFC®, Securities Licensed CPA, MDRT-level producers.

Join Us Today!Transform your career and client interactions. Apply today.