Financial Services Professional

3 days ago


Peachtree City, Georgia, United States American Senior Benefits Full time
Unlock Your Potential as a Financial Services Professional

Are you a seasoned financial expert seeking a supportive and innovative environment to elevate your practice? Look no further than ASB Financial, a trusted Independent Insurance Marketing Organization and Broker/Dealer with a proven marketing process and extensive support.

Why Choose Us?
  • Qualified Prospect Delivery: We bring vetted leads to you, allowing you to focus on client engagement and relationship-building.
  • Open Architecture: Enjoy the freedom to work with a wide range of products and services, without proprietary restrictions.
  • Trusted Digital Partner: Collaborate with a 39-year-old leader in asset management technology, providing you with the tools and expertise you need to succeed.
Key Benefits
  • No Up-Front Costs: Start your journey with us without financial barriers, and focus on building your practice.
  • No Cold Calls: Focus on client engagement and relationship-building, rather than prospecting.
  • Client-Centric Approach: Enhance your clients' experience with unmatched support and personalized service.
  • Access to Experts: Work with our specialists and keep all your commission, or collaborate on advanced cases.
Responsibilities
  • Ingage with Qualified Leads: Work with pre-screened, qualified leads generated from seminars and trust firm partnerships.
  • Conduct Detailed Consultations: Understand client needs and goals through in-depth consultations.
  • Seminar Presentation: Represent the company in seminar settings, delivering professional and informative presentations on insurance products and services.
  • Client Follow-Up: Follow up promptly with seminar attendees to address inquiries and provide additional information.
  • Professionalism and Client Interaction: Demonstrate the highest level of professionalism in all interactions with clients and partners.
  • Documentation and Reporting: Accurately document client interactions, follow-up actions, and sales activities.
Qualifications

Perfect for CFP, ChFC, Securities Licensed CPA, or MDRT-level producers. Join us today and transform your career and client interactions.



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