Become a Sales Consultant Expert and Contribute to Your Company's Success in Kansas City

At Advisors First Academy, we know the vital role of a sales consultant in your company. We aim to help you excel in selling your company’s products or services. We teach you what’s needed to maintain a growing and solid client base. Even more, we teach you how to find new business opportunities to keep your business competitive. 

At Advisors First Academy, we offer the following courses:

  • Insurance Consulting
  • Annuity Training
  • Insurance Agent Training

In addition, we offer a seminar system that’s a turnkey process designed to help you organize successful retirement-focused insurance seminars and set more annuity appointments. We guide our members through every step of the process, from booking the venue to confirming appointments after the event. The financial seminar services available to our members include access to marketing credits. These help you significantly cut costs on advertising campaigns. We teach you how to market your seminar by helping you target the right audience and reach them with a message that encourages action. You can learn how to give a seminar that gains trust and speaks to the real concerns of retirees. Our guidance can help you pack your annuity seminar presentation with qualified prospects and set more annuity appointments with attendees.

Give an Annuity Seminar Presentation That is Proven to Convert Guests into Clients

Our insurance seminar system includes comprehensive training on how to give a persuasive annuity seminar presentation.

We provide presentation content as well as public speaking training and tips for building trust with your audience. Learn how to warm up the audience and make them feel comfortable with you immediately. Give an engaging presentation that speaks to the concerns as well as the goals of your audience. Book appointments with the majority of your attendees and close those deals. That’s the track we guide you through with our training.

Our members receive one-on-one or small-group coaching from seasoned producers who have executed dozens of successful insurance seminars. We even offer opportunities for you to sit in on our top producers’ seminars as well as client appointments to observe. Learn how to give a seminar from real, proven experience.

The Advisors First Academy Seminar System prevents you from having:

  • An ineffective, expensive marketing campaign that half-fills the room with half-qualified prospects
  • An unfinished annuity seminar presentation that doesn’t provide your attendees with information that they truly value
  • A halfway-decent presentation that doesn’t secure half as many appointments as you’d hoped for

We Offer a Variety of Financial Seminar Services to Help Our Members Hold Successful Events

Many insurance agents try seminars and get disappointing results. Our seminar system offers the tools as well as the training you need to start getting an impressive ROI from your insurance seminars. These are some of the financial seminar services our members can take advantage of: Saves you time as well as money. Helps you get the tools you need to fill your seminars and manage your leads. Sell yourself and your products.

Event Booking

We assist with choosing and booking an appropriate and cost-effective venue for your event. Our aim is to reduce costs and choose a setting that your audience will feel comfortable in.

Event Booking

Marketing Support

Get access to low-cost, high-quality marketing supplies, such as compliance-approved invitation mailers. Our financial seminar services help you fill the room with qualified prospects who are interested in what you have to say. Never burn your time or money on ineffective marketing again!

Marketing Support

Presentation Training

Do you want to learn how to give a seminar from someone who has done it successfully? See the actual presentations that top producers have used and are still using. Our seminar system will teach you how to connect with your audience and gain their confidence.

Presentation Training

Appointment Setting

Learn how to set appointments at the event and make follow-up calls afterward. We can also train your staff on setting appointments and making confirmation calls to increase your annuity appointment rate. Our system helps you get better results and save time by cutting out tedious tasks.

Appointment Setting

Sales Training

Learn a proven script that helps you to maintain control of the conversation and keep your appointment on track for a sale. We offer extensive product training in order to help you match your clients with annuities that are right for them.

Sales Training

Join Today and Learn More About Insurance Sales

Find out how top producers turn insurance seminars into revenue by joining Advisors First Academy. We are a unique field marketing organization for insurance agents who want to learn smart strategies for increasing their production. Contact us today in order to learn more about our services and become a member.

Insurance Seminars

Find out how top producers turn seminars into revenue by joining Advisors First Academy. We are a unique field marketing organization for insurance agents who want to learn smart strategies for increasing their production. Contact us today in order to learn more about our services and become a member.

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.

For financial professional use only

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