Annuity Seminar Agent

Regional Openings | AR, LA, MO, OK, TN
Licensed Insurance Agents Only

We are looking for motivated, licensed insurance agents who want to grow their business through a proven seminar based sales model without having to build the seminar system themselves.

We handle the logistics. You focus on becoming a great presenter, meeting prospective clients, setting appointments, and helping people find the right insurance solutions for their needs.

Our team fully schedules and coordinates the seminars on your behalf and provides extensive training and support to help you become successful with the entire process.

This is not a situation where we hand you a presentation and tell you to figure it out.

We teach you the system from beginning to end.

Our team provides the infrastructure, training, and ongoing support necessary to help you successfully conduct educational seminars and convert attendees into clients.

You will receive:

• Fully scheduled and coordinated seminars
• Seminar location and event coordination
• A complete, professionally developed seminar presentation
• Proven presentation scripts and talking points
• Step-by-step training on how to deliver the seminar
• Training on audience engagement and presentation techniques
• Appointment setting strategies
• Scripts for transitioning seminar attendees into appointments
• Training on conducting follow up appointments
• Sales process training
• Objection handling strategies
• Follow up systems and best practices
• Ongoing coaching and support
• Continued development designed to improve seminar attendance conversion, appointments, and sales

Our goal is to remove as much of the administrative and logistical burden as possible so our agents can concentrate on the activities that generate business.

You will conduct educational seminars for consumers interested in learning more about their retirement and trust solutions.

Your responsibilities will include:

• Attend and conduct scheduled seminars
• Learn and confidently deliver our seminar presentation
• Follow our proven seminar process and scripts
• Build trust and rapport with attendees
• Educate consumers in a clear, understandable way
• Encourage interested attendees to schedule individual appointments
• Conduct follow up appointments with prospective clients
• Evaluate client needs and recommend appropriate insurance solutions
• Follow up with seminar attendees and prospective clients
• Maintain required insurance licenses and carrier certifications
• Participate in ongoing training and coaching

One of the biggest challenges with seminar marketing is everything that happens before and after the actual presentation.

Finding venues. Coordinating dates. Developing presentations. Creating scripts. Learning how to transition from education to appointments. Following up with attendees. Figuring out what works.

We’ve already built the system.

We will teach you exactly how to prepare for the seminar, deliver the presentation, interact with attendees, transition into appointments, conduct those appointments, and follow up afterward.

Your responsibility is to learn the process, execute it consistently, and take great care of the people you meet.

This opportunity is ideal for someone who:

• Holds or is willing to obtain the appropriate insurance licenses
• Is comfortable speaking in front of groups or willing to learn
• Enjoys educating and helping consumers
• Is coachable and willing to follow a proven process
• Has strong interpersonal and communication skills
• Is comfortable meeting individually with prospective clients
• Is motivated by performance and growth
• Understands the importance of consistent follow up
• Wants to build a substantial insurance business
• Values having a structured marketing…