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James S.

  • 2 Reviews
  • 1 Helpful Vote
  • 0 Thank Yous

Experience: Business

Member since April 2019

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2 Reviews by James

The Seniorleads program is good in that I do not get a lot of leads. So I do not spend too much time yet I have been able to get 2 new clients in the first month. Since I am not looking for a lot of new business that has been fine for me. The first new client was an older woman who lives just 2 blocks from me, just by coincidence. The timing was perfect because she had an annuity maturing and I exchanged it for a new contract. I only had to meet with her once. The other new client was a guy unhappy with his 401k. I got his agreement and since it allowed for in-service withdrawals, we did a rollover. It took 3 meetings to get the business because the situation was a little more complex.
My team uses set schedule. My jr agents generally reaches out and relationship build and I will run the face to face meetings. I like the new assistant tool as well. Easy to use, really user friendly, and all fees are really Resonable compared to other marketing and lead gen companies. Overall really good experience.

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