Financial Services Agent
Job Description
Appreciation Financial is a full-service financial services company serving the unique needs of public employees, small business owners and their families. We have exclusive access to every school district in Texas to provide retirement planning services for educators and they need us now! This is a very underserved market and most of our competitors have left this space. Earn money your first week by means of our Signing Bonus Incentive even before selling a policy! We make it possible for you to start and run a business that is meaningful, easy to scale, and able to generate a Multiple Six-Figure Residual Income!
What Makes Appreciation Financial Different than Other Insurance Opportunities?
· No purchasing of leads – appointments only.
· No driving around like a truck driver, all our clients are under one roof.
· Minimal no-shows – we know where they work.
· No downline agent roll-up debt.
· Duplicatable system with extensive training.
· One on one mentoring.
· Access to a family environment of collective agents to support you.
· Relationship and referral-based business
How Do Agents Get Appointments?
· Current Clients / Referrals – we have thousands of public employees that are currently using our services and need to have annual reviews we are happy to hand off to you to serve.
· School Events – set 30-50 appointments within a matter of an hour or so & less than $10/appointment in marketing costs.
· Pre-Set Appointments – employees request pension review appointments that you can purchase against your future commissions - not on a credit card unlike other opportunities.
· Marketing - The technology and marketing platforms provided to Appreciation Financial agents incorporates the latest strategies in social media marketing, online advertising, email marketing, printed marketing materials, etc.
· Warm Market – our services are not limited to public employees or small business owners. Anyone that you know that could benefit from life insurance, retirement planning, investing in annuities, premium financing, health insurance, Medicare, debt relief solutions, mortgage lending, business tax credits, etc. are welcome as clients.
What Type of Training Do New Agents Receive?
· Fast Start virtual onboarding and process basics
· Ride along for school luncheons, marketing and presentation appointments
· Weekly team meetings in person, training calls/Zoom, vendor webinars
· AF Events – quarterly Summits, virtual kick-offs & annual convention
· Backoffice website access – training videos, library & vendor website training portals
· Access to trainers, co-workers and leadership company wide.
How are we different? We offer an unmatched compensation system where we partner with experts in Premium Finance, Health Insurance, Medicare, Mortgage Loans, Annuities, Securities, Debt Relief, Trusts, Wills, Business Tax Credits and Other Small Business Benefits Solutions where you can get paid to offer these services to your clients without having to be the expert in every aspect of these fields. There has never been a time like this to rapidly accelerate your success by leveraging the expertise of strategic partners in the financial industry with so many offerings for your clients under one roof!
How we celebrate our agents - The recognition received throughout the company for professional achievements happens daily within our teams and monthly basis nationally. There are quarterly Summit conferences as well as our annual convention in Las Vegas near our home office to reconnect, train, network and relax. The most exciting recognition however are the international awards trips for agents earning over $100k in a month. Destinations such as Cabo San Lucas, Puerto Vallarta, the Canary Islands, just to name a few. For agents that have earned $50k in a month we award a Breitling watch. January & February of 2023 our top 10 agents have already earned between $107k - $1.1 million – paid out!
Who are we looking for - People who are coachable, accountable, and hard-working. Whether you are full-time or part-time, we are looking for people who enjoy helping others and are looking to make life changing wealth for themselves and their clients.
Contact us to set up a phone screening this week.
Company Description
Our leaders will be with you every step of the way. They are committed to your success. When you commit to their coaching, you'll tap into a constant stream of training, encouragement, recognition, mentorship, and friendship—exactly what everyone starting and growing a business needs.
We offer an unmatched compensation system where we partner with experts in Premium Finance, Health Insurance, Medicare, Mortgage Loans, Annuities, Securities, Debt Relief, Trusts, Wills, Business Tax Credits and Other Small Business Benefits Solutions where you can get paid to offer these services to your clients without having to be the expert in every aspect of these fields. There has never been a time like this to rapidly accelerate your success by leveraging the expertise of strategic partners in the financial industry with so many offerings for your clients under one roof!
Our leaders will be with you every step of the way. They are committed to your success. When you commit to their coaching, you'll tap into a constant stream of training, encouragement, recognition, mentorship, and friendship—exactly what everyone starting and growing a business needs.\r\n\r\nWe offer an unmatched compensation system where we partner with experts in Premium Finance, Health Insurance, Medicare, Mortgage Loans, Annuities, Securities, Debt Relief, Trusts, Wills, Business Tax Credits and Other Small Business Benefits Solutions where you can get paid to offer these services to your clients without having to be the expert in every aspect of these fields. There has never been a time like this to rapidly accelerate your success by leveraging the expertise of strategic partners in the financial industry with so many offerings for your clients under one roof!