GA-Peachtree City Insurance Advisor

🌟 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.
• 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.

• 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.
  

Perfect For

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

Join Us Today!

Transform your career and client interactions. Apply today.

USD $100,000.00 - USD $500,000.00 /Yr.