The Goal: Andy, a Financial Service Director, wants to ensure all agents hit MDRT, COT,TOT

The Stumbling Block: As Andy’s agency grew larger, he struggled with low agency production. Although Andy has a number of agents who are successful in generating leads from the warm market by speaking to family and friends about insurance, not every agent is comfortable using the same approach. Therefore, it is not possible to guarantee that every agent will acquire such strong networking skills, as each agent’s personality and character are different. Additionally, while Andy also has a group of agents who excel at generating leads through door knocking, this method was not allowed in his company. Consequently, this group of agents who were successful in door knocking started to experience lower productivity as well.

How Juzz Marketing Lead Generation for financial advisor helps to solve Andy’s problem?

Juzz Marketing began offering a diverse range of lead generation packages to Andy’s agency, including target leads, opt-in leads, and appointment settings, tailored to suit the various personalities of the agents. After a few months of utilizing Juzz Marketing’s Lead Generation services, Andy’s agency managed to increase its production by an impressive 52.60%. Both Andy and his agents were delighted with the results and consistently renewed their packages.

In the present day, Andy has adopted a new management approach. When new agents are onboarded, he kickstarts their journey with a 3-month lead generation package, which comprises 500 Targeted Leads at $1000, 120 Opt-In Leads at $3600, and 50 Appointment Settings at $3600. On average, based on a swift performance, this combination of packages enables agents to successfully close approximately 10 cases. This translates to an attractive value proposition as agents can potentially earn around $3000 for each closed case.

The Calculations:

$3000 x 10 cases closed = $30,000
Less: Targeted Leads = $(1,000)
Less: Opt-In Leads = $(3,600)
Less: Appointment Settings = $(3,600)

Gross Profit = $21,800

By renewing this package every 3 months, a newly recruited agent could achieve a net income of $21,800 x 4 = $87,200. With the addition of bonuses and other incentives, a newly recruited agent could potentially earn an income of around $100,000 in the first year of their career. This is a promising start for someone who has recently entered the financial planning industry.