JG Financial

JG Financial

Create The Lifestyle
You Deserve

Build the income · Build the legacy · Build the life

A welcome message from Julian introducing JG Financial and the opportunity for new agents.

The insurance industry
needs more advisors.

45%

of Americans have no life insurance at all

70%

of households would struggle if the primary wage earner passed

75%

of Americans do not have a Medicare supplement plan

$10K

is the cost of an average funeral today

60%+

will outlive retirement and be unable to work

And we are looking to solve that problem.

Build Your Career With JG Financial

How do we do it?

Built by agents. Built for agents. A full system designed to make you successful from your first dial to your first agency build.

01

JG Dials: Triple Your Speed, Triple Your Success

Stop wasting time dialing manually. Our mandatory dial hours help agents connect with more prospects faster. More dials, more leads, more sales.

Explore Careers

02

CRM Access: Smarter Tools, Better Results

Advanced backend analytics and quoting software help agents find policy options quickly, close deals faster, and stay ahead of the competition.

Explore Careers

03

Top Products & High Commissions

Partnered with top insurance carriers, JG Financial gives agents strong product access, competitive rates, and commissions that reward the work.

View Portal

04

Mentorship That Wins

A dedicated live agent works with you in your local area, providing personalized support tailored to your goals and activity level.

Meet the Team

Why JG Financial

Why JG

There is a reason our agents do more and win more than any other organization in the insurance business: we provide more to the independent agent.

Systems

Production frameworks that scale

Mentorship

Real producers, real coaching

Culture

Win-driven and results-obsessed

Community

Built by agents, for agents

Compensation

Industry-leading payouts

Partnerships

Top-rated carrier access

We provide more to our agents because we are a company created for agents by agents. Our focus on personal development and mentorship helps agents succeed not only financially, but in all areas of life.

The Numbers

Your first $10K month.

Real math. Real activity. Real results. Here is exactly what it takes, broken down to the dial.

$422 earned per sale

24 deals/month = $10,000

1% close rate on conversations

1 sale per 100 conversations

2,400 conversations per month

25 pickups per hour dialing

96 hours per month dialing

~5 hours/day = $10K/month

The Compensation Math

$1,000 avg AP × 75% Comp × 75% Advance × 75% Persistency = $422 per sale

The Daily Grind

JG Financial Agency Schedule

All times are Eastern Standard Time. This is the rhythm built by producers who hit the numbers.

Monday

9:00 - 9:30 AM

Carrier Relations

Contact carriers, resolve pending issues, escalate urgent cases.

9:30 - 10:00 AM

Agency Call

Production updates, live training, strategy coaching.

11:00 AM - 3:00 PM

Phones / Sits

Work leads, set appointments, close deals.

4:00 - 9:00 PM

Phones / Sits

Evening push with higher contact rates.

Tuesday

9:00 AM

Morning Grind

Start dialing early and build momentum.

2:00 - 7:00 PM

Phones / Sits

Afternoon and evening sessions.

7:00 PM

Gym / Training

Physical health equals mental edge.

Wednesday

9:00 AM

Morning Grind

Midweek momentum. Dial with energy.

2:00 - 7:00 PM

Phones / Sits

Stack appointments and protect the pipeline.

Pipeline Review

Pipeline Review

Review pending apps and outstanding quotes.

Thursday

9:30 - 10:00 AM

Agency Workshop

Production updates, live training, strategy.

10:30 AM - 3:00 PM

Phones / Sits

Set weekend appointments and stay aggressive.

Case Follow-Up

Case Follow-Up

Check apps, underwriting status, and documents.

Friday

9:00 AM

Week Review

Close pending cases and clear your desk.

11:00 AM - 3:00 PM

Phones / Sits

Book weekend and Monday appointments.

Weekly Numbers

KPI Review

Track dials, sits, apps, and closes.

Saturday

9:00 AM

Review & Prep

Review weekly numbers and goals.

11:00 AM - 3:00 PM

Phones / Sits

Saturdays bring strong pickup rates.

5:00 - 9:00 PM

Phones / Sits

Evening dials while people are home.

Sunday

9:00 AM

Plan & Visualize

Map out the week and review pipeline.

Rest

Rest & Recharge

Protect your energy for the week.

Evening

Sunday Overtime

Optional pre-set appointments.

Top Producers

Live Leaderboard

Real-time production rankings are prepared for AgentSpace integration.

Live data integration coming soon.

Connected to AgentSpace

Open Live Leaderboard

Ready to start your career with JG Financial?

Julian Gaviria, CEO