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Syncis - Connecting Associates - PowerPoint PPT Presentation

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Syncis is an insurance marketing organization that offers people from all walks of life the opportunity to start second careers.

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Connecting Associates

The Associates of Syncis have access to a plethora of materials that help them to launch their second careers. Not only do they receive quality advice and mentorship from trained professionals, but they will also be connected with a number of insurance companies, allowing them to offer a wide variety of life insurance and annuity products to their clients. This means they have all of the tools they need to sit down with clients and determine their requirements.


Company History

The co-founders of Syncis, Les Schlais and John Kim, were both veterans of the financial industry who had grown disenchanted with the way large financial services organizations ignored the needs of the middle-income market. The focus such organizations placed on sales numbers was often to the detriment of the services they aimed to provide, which is something that both men hoped to solve with Syncis. They created the business with a focus on establishing relationships with clients and serving their needs.


A Second Career

Syncis is an insurance marketing organization that offers people from all walks of life the opportunity to start second careers. “We facilitate the recruitment and mentoring of individuals who want to start a second career in financial services,” says the organization. The company provides people with all of the materials they need to find success in their second careers, allowing them to have more flexibility in their professional lives. The organization offers a true team atmosphere, to the benefit of its Associates.


Helping With Financial Goals

The Associates at Syncis are licensed financial professionals who aim to work with people to help them achieve their financial goals. “They do this by helping people set financial goals, taking an inventory of their financial situation and identifying financial solutions that fit their clients’ needs,” according to the company. New Associates are offered quality mentorship and guidance to help them achieve their own goals and also have the strength of the Syncis brand behind them at all times.


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