GA-Savannah 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,  -  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.

• Ingage 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:
Ambitious CFP®, ChFC®, Securities Licensed CPA, and MDRT-level producers looking to make an impact in a rewarding environment.

Join Us Today!
Transform your career and client interactions. Apply today.