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.
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.
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