Job Description

ARE YOU TIRED OF:

• Wondering where you’ll get your next client?
• Waiting to get paid during a long sale cycle from writing an application to policy delivery?
• Being paid less for selling non-proprietary products?
• Losing potential clients due to limited products?
• Splitting commissions when your mentor helps you close business?
• Not getting training and support and being left to sink or swim?
• Spending too much time on activities that don’t generate revenue (paperwork, scheduling, follow-up)?
• Having no professional office space?
• Driving all over town to see clients?
• Earning a yo-yo income?

And you want make more money working with fewer clients?

At ICM your career choice is a lifestyle choice.

YOU CAN:

• Have predictable, proven, processes for getting new clients
• Get paid when you submit an application instead of waiting for policy delivery to earn commissions.
• Enjoy a paperless process from application to electronic policy delivery in an average of 7 days.
• Access the universe of insurance products and do custom planning in your clients’ best interests
• Expand your business and maximize your earning potential with clients (tax planning, real estate & mortgage services)
• Earn high compensation on all products without proprietary requirements
• Receive the support of a company-provided administrative professional
• Meet clients in our professional office space
• Have the firm help pay for client acquisition events

IMAGINE WHAT LIFE WOULD BE LIKE IF YOU COULD FOCUS YOUR TIME AND ENERGY ON YOUR CLIENTS WHILE YOUR FIRM TOOK A CONCIERGE APPROACH TO SUPPORTING YOUR BUSINESS AND HELPING YOU GET TO THE NEXT LEVEL.

At ICM we have the systems, processes, and knowledge to help you succeed and grow your business. We were one of the first independent agencies to sell life insurance with accelerated living benefits since their inception in 1997

We offer systems, processes, and support to give you immediate results.

OUR CORE VALUES

We believe as an advisor, you should Master Your Craft.

DO WHAT YOU DO BEST, AND BE THE BEST AT WHAT YOU DO

At ICM we embrace these core values and always work to MASTER OUR C.R.A.F.T.:

• CHARACTER – charismatic display of leadership, confidence, positivity, and optimism
• RELATIONSHIPS– empathetic approach to client service with a focus on integrity, trust, and reputation
• ADAPTABLE – progressive thinkers with the ability to change according to the time and setting
• FOCUS – committed to excellence, with a work ethic for continued learning and specialization
• TENACITY - competitive desire to be the best, willingness to act, and motivated by merit-based rewards.

We want like-minded advisors to join our team. __

ARE YOU READY TO MASTER YOUR C.R.A.F.T. AT ICM?

www.icmfinancial.com

Company Description

Since 1988, we have been offering Full-Service Financial Planning to Individuals and Businesses in the areas of: Investments, Insurance, Estate Planning, Real Estate and Tax Planning. We manage over $1.8 billion in investment assets and have over $5 billion of life insurance inforce for our clients. The ICM Unique Approach to Planning – it’s not what you make, it’s what you keep. TAX PLANNING Warren Buffett said that his tax rate is lower than his administrative professional thanks to the many techniques and deductions that benefit the wealthy. We work with our clients to implement strategies most wealthy Americans use to minimize taxes and risk, while growing their wealth. TAX EFFICIENCY Did you know the 400 richest U.S. families now pay a lower overall tax rate than the middle-class? This is the first that’s happened in 100 years, per economists Emmanuel Saez and Gabriel Zucman. We focus on improving the efficiency of our clients’ wealth, with the aim of minimizing taxes to get their money working harder, without taking more risk. ONE DOLLAR- MULTIPLE OBJECTIVES- TACKLING YOUR TO-DO LIST We use strategies that provide multiple benefits, and can be used for multiple goals, giving our clients more control, options, and flexibility. Our clients have the convenience of streamlined planning while checking off a few boxes on the financial to-do list at one time. FIDUCIARY COMMITMENT Your money is more than just a number. It represents time and energy invested to secure a financial future for loved ones, often including hours sacrificed away from those very people to achieve it. We take our responsibility to our clients personally, treating each and every plan as if it were our own.