Insurance FMO

Whether you are a seasoned producer or just getting started, you can benefit from the proven annuity marketing system that we’ve created at Advisors First Academy. We offer in-depth, comprehensive training and annuity marketing services that can help agents significantly increase their production. Our focus is on a turn-key seminar marketing system, which includes everything you need from planning to presentation to followup. Members of our insurance FMO have access to one-on-one training sessions with some of the industry’s top producers. They also have opportunities to sit in on seminars and client appointments for unique and valuable learning experiences. Our mentoring program takes out the guesswork for our agents and equips them with the tools they need to succeed. Learn more about our complete, hands-on insurance sales training programs, which can be accessed remotely or on location at our Kansas City offices.

Learn from top-producing agents

Our members get unique, hands-on training from top-producing agents. You can learn a proven, repeatable process for selling annuities from agents who have years of experience perfecting their tactics. Join us today and realize your full potential.

Annuity Marketing Services

Are you ready to take your annuity sales to the next level?

We don’t do the work for you, we teach you a complete process and offer unparalleled support that you won’t get from the next insurance FMO. Join today to get special access to low-cost annuity marketing services and supplies, such as compliance-approved mailers and customer relationship management (CRM) software. We’ll give you the tools you need to generate more annuity leads, keep your prospects on track, and close sales like never before.

Seminar Marketing

Our complete seminar marketing system guides you through every step of a successful seminar.

We assist you with venue selection and booking, marketing campaigns, presentation content, and our proven process for closing sales. Members of our insurance FMO can also have their staff trained in seminar marketing and preparation, as well as appointment setting/confirmation. It’s a turnkey system that you can repeat to increase your annuity production. Our seminar marketing system continues to evolve as new innovations and strategies break the industry. Join Advisors First Academy at the forefront of annuity marketing and start growing your business today.

Annuity Marketing System

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There are several reasons why we focus on training our agents to sell annuities.

We believe that it’s a growing market and for good reason; annuities meet the needs of many retirees. Advisors First Academy is an innovative insurance FMO that teaches a comprehensive annuity marketing system designed to replicate the results of top industry producers.

Contact us today in order to learn more about our services and sales training programs.

Hosting Seminars

Advisors First Academy offers a comprehensive seminar system that trains agents to host successful events. Our system is far more than a presentation script and mailer advertisements. We show you a repeatable process that helps you target the right audience, pack your seminar with qualified prospects, and set appointments immediately.

There are several reasons why we focus on training our agents to sell annuities.

We believe that it’s a growing market and for good reason; annuities meet the needs of many retirees. Advisors First Academy is an innovative insurance FMO that teaches a comprehensive annuity marketing system designed to replicate the results of top industry producers.

Contact us today in order to learn more about our services and sales training programs.

Advisors First Academy offers a comprehensive seminar system that trains agents to host successful events. Our system is far more than a presentation script and mailer advertisements.

We teach you a repeatable process that helps you target the right audience, pack your seminar with qualified prospects, and set appointments immediately.

Years of experience has taught us that good branding helps set you apart from competitors and gain the trust of potential clients. We can show you how to brand and market yourself effectively. Our members also earn marketing credits which can be used on high-quality marketing materials and services.

Getting prospects into your office for an appointment is only half of the battle. We have created a proven sales script for one-on-one appointments that allows you to gain the trust of your prospect, explain the product persuasively, and make the sale. We also train our agents to overcome the objections that prospects often make.

The best part about our sales training is that you learn directly from top-producing agents who have used this exact method over and over again successfully.

The annual review process is a great time for an agent to upsell or cross-sell to their current clients. It’s also an opportunity to communicate with clients personally and reinforce their loyalty to your brand. Advisors First Academy has developed an effective annual review process that can help you turn your annual reviews into better sales opportunities.

Today’s agent can use a number of digital tools to keep in touch with their clients and prospects, track marketing campaigns, and compare products. Advisors First Academy has developed our own proprietary CRM (customer relationship management) system, which our agents have complete access to.

It is an innovative system that puts all of an agent’s necessary functions in one place and makes it simple to identify opportunities and manage tasks. Our CRM can help make you a more profitable agent by increasing the efficiency of your daily processes.

Insurance Sales Training

Get on-one-one or small group training remotely or on location with our top annuity producers.

Through years of experience, research, and education, we’ve developed a highly effective sales process. Our proven sales script helps you maintain control whether you’re calling a prospect or speaking with them in an appointment. Product education is a big part of our insurance sales training approach. Learn how to match your client with the right annuity and answer their questions. Advisors First Academy is a unique insurance FMO because we give our agents more than basic marketing support. We mentor them individually and give them unparalleled insight into the methods used by successful annuity salesmen. Are you ready to join us and advance your career to the next level? Contact us today to get more information and find out how you can sign up.

 

Find all the guidance and tools that you need, right here.

Our aim is to provide long-term, dedicated support to each individual member of our FMO. With our help, you can learn how to work smarter in order to increase your income and spend less time working. It’s our goal to provide comprehensive training and services that can take you from square one to success. Everything a successful agent needs, from sales scripts to marketing materials, to software, is accessible to members of Advisors First Academy. Contact us today for more information or to schedule a consultation. We’re looking forward to meeting you.

Neither Advisor First LLC, Advisor First nor Advisors First Academy are Registered Investment Advisers (RIAs), nor do we offer or provide securities or investment advisory services. All financial and insurance professionals must follow applicable laws and regulations, and only the appropriately registered RIA affiliates may hold themselves out as an advisor.

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