Gen3 Advisor Group
If you’re an insurance producer or agency, financial advisor, or marketing organization looking for access to industry leading products from top rated carriers and cutting edge agency growth tools, Gen3 has you covered. As a family owned and operated IMO, we work tirelessly to make sure you receive superior service whether you're a rookie or an industry veteran. When it comes to product, Gen3 offers a robust array of cutting edge annuity, life insurance, LTC (Long Term Care), medicare supplement, medicare advantage, & Part D products from the nation’s top-rated carriers. If there’s a specific product or feature you’re looking for, chances are it's already in our portfolio, or we know where to find it. Product is great, but most producers are looking for ways to get in front of and close more prospects. We pride ourselves on providing access to PROVEN turn-key programs to do just that. Whether it's tried and true seminars, modern digital lead strategies, cloud based planning software, or our CPA alliance program, we can help you take your business to the next level. Pair these tools with years of combined industry experience, and our team can help you build client confidence through high caliber products and positive results. At Gen3, our advice starts with your client's needs. We know they come in all shapes and sizes, and can help you design the perfect solution. We'll work with you to analyze the needs of your client, design a solution, and ultimately implement the plan that best fits their needs. When all is said and done, the perfect product is the icing on the cake. We're dedicated to finding the right product and giving you the tools to close the sale. If you need an IMO home, we would love for you to join our family. If you're in Northeast Ohio, feel free to stop into our office and get to know us. If you're not in driving distance, drop us a line. We'd love to get to know you!
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Verified contacts
4
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LinkedIn employees
13
1 to 10 range
Open roles
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Distinct roles
4
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Tech stack
2
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Monthly traffic
51
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- JC
Jordann Chrystal
New Business Specialist · Sales & Business Development
EmailPhone - TB
Tj Bonomo
Director of Internal Marketing · Advertising & Marketing
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Michael Rossi
Left Tackle · Other
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Top roles at Gen3 Advisor Group
4 distinct titles indexed · top 4 shown.
- 1director of internal marketing
- 1general manager
- 1left tackle
- 1new business specialist
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