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SalaryFor licensed, independent financial professionals seeking an opportunity to grow their business with state, municipal, and public education employees – a high-potential market! These appointments are pre-set, come to you in a virtual setting, and other advisors have as much as tripled their income in this program. As this is a marketing program, it involves an affordable investment by the advisor or agent to have these appointments.
You have two options for 40 appointments minimum: baseline appointments or gift basket appointments (slightly higher cost). Why be part of this platform? You will be part of a mission that advances personal retirement strategies and reviews for Public Employees as they make decisions about their financial security and benefits. The primary issue for Financial Advisors is getting in front of people. We’ll give you full resources, focused business service, proprietary sales concepts, and 360-degree support to help you be successful in this specialized, high-potential space.
Please note that is a commissioned opportunity, per usual opportunities with independent agents, with revenue streams for you from income-planning, asset protection, survivor benefit, life sales concepts, and potential money-management sales. Historically, with our team’s concepts and help, advisors have seen as much as a recorded 2-3x in their financial production for their business and a multiplier on referrals given.
Very high income potential for the hardworking, team-minded, tech-friendly, ethical, and committed person. More about the appointments:
- Baseline appointments for $49 or gift basket appointments for $65.
- Pre-set appointments directly on your calendar, set 100% by prospects.
- For baseline appointments, 10% are age 60+; for gift basket appointments, one-third approximately are 60+, and some prospects will have $100k - $500k in assets.
- Fill your pipeline with prospects needing income planning help, asset protection help, tax-advantaged cash-flow strategies, and future prospects for retirement planning.
- Get full-service support from our team, who's helped many advisors grow their businesses.
TESTIMONY: “Hi… I’ve been using this appointment service for about 2 years now. I’m so excited about the opportunity where we can virtually meet with these teachers. It’s given me the chance to meet so many other teachers than ever before. I don’t have to worry about them no-showing me. If they don’t show, I just go to the next appointment. It fills up my calendar on a weekly basis. I get with about 10 teachers a day, and I can help so many more. And they need us more now than they have ever needed us… My ROI is off the charts. I have invested with them, every time out of my 40 appointments I reinvest with them… just this year alone, I have written over $3.6 million in annuity sales. And last year was over $5 million, so I know that I’m going to do over six million this year. My business would be null and void if it wasn’t for them.” – K. Turner
Our ideal candidate:
- Hold insurance and/or financial license(s).
- For our IMO marketing program, be okay with willing to invest in this program to generate these appointments for you – we can also help co-op with certain prior business eligibility.
- MUST-HAVE – Comfortable with virtual appointments, technology, presenting, and some experience with Public Employees; team player, hard work ethic, committed, impeccable follow-up and service philosophy to clients, doing the right thing by each client, ability to work and execute.
- Proven track record of financial services sales and business growth.
- Experienced or seasoned financial professionals who are willing to give long-term commitment for success.
- Able and willing to move insurance company contracts to our IMO to participate.
What Drives Success in This Role:
- Flexibility, hungry to grow income, work with clients who might need loving but firm guidance, and find opportunity in all situations.
- Commitment to investing in yourself, your business, and staying consistent in your activity and your sales process.
- Willingness to grow, step out of comfort zone, and put what you know into action with virtual appointments, give clarity, and win new clients.
- Willingness to put in the work and make things happen – with our support, you can really make something of this!
Extensive support available within a great culture! Great and serious candidates only, please - thank you.
Job Type: Full-time
Pay: $95,000.00 - $300,000.00 per year
Application Question(s):
- How many years of experience do you have in the financial services industry?
- Are you okay with this being a commission opportunity as usual with financial salespersons, with the income range being what others have achieved?
- Do you have strong experience in working virtual appointments or holding virtual meetings, and using financial planning software that will compute the retirement benefits of prospective clients?
- Are you licensed in multiple states?
- This opportunity involves placing annuity contracts with different carriers through our insurance marketing organization. Are you an independent agent or advisor, and are you willing to do this (requirement)? Thanks for your consideration.
- Are you willing to invest a reasonable budget for these appointments? Others have as much as 3x their business income with this program. This is an opportunity with an insurance marketing organization. We can discuss assisting with cost-sharing opportunities with production.
- Have you worked with state, municipal, and/or public education employees before?
- Are you hard-working, ethical, coachable, committed to doing the right thing for the client, and making the most of every opportunity generated for you?
Education:
- Bachelor's (Preferred)
License/Certification:
- Life Insurance License (Required)
Work Location: Remote
