GA-Peachtree Insurance Advisor

Overview

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 with assets over 400K
• 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 $ - USD $ /Yr.