What are the responsibilities and job description for the GA-Atlanta Retirement Planner position at American Senior Benefits?
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 :
Responsibilities
Work with pre-screened, qualified leads generated from seminars and trust firm partnerships.
Represent the company in seminar settings, delivering professional and informative presentations on insurance products and services.
Follow up promptly with seminar attendees to address inquiries and provide additional information.
Demonstrate the highest level of professionalism in all interactions with clients and partners.
Accurately document client interactions, follow-up actions, and sales activities.
Qualifications
Perfect For : CFP®, ChFC®, Securities Licensed CPA, MDRT-level producers.
Join Us Today! Transform your career and client interactions. Apply today.
