What are the responsibilities and job description for the GA-Atlanta Retirement Planner position at AMERICAN SENIOR BENEFITS LLC?
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.
