About Us
LionRock Financial Services provides accessible, affordable life insurance solutions designed with everyday families in mind. Our dedicated team of licensed professionals is committed to providing ethical service delivery of high-value life insurance products. We are a rapidly growing independent life insurance agency founded in 2023. We are a Veteran-owned and minority-owned business.
We are one of the fastest-growing agencies in the market having hit $1M in revenue in our first 7 months in business and pacing for $10M in sales by the end of 2024. Learn more about how we're different…
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At LionRock Financial, we lead with a culture of integrity, accountability, and respect. Money is the byproduct of our willingness to work hard and maintain the highest performance standards in the industry. We care about our clients and we care about our agents who make it possible to provide excellent sales and support to our prospects and clients.
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Our leadership team has extensive sales and leadership experience and has built this organization and refined the sales process, one innovative step at a time. One of the best aspects of this opportunity is the proximity that new agent recruits will have consistently to our leadership team through training and ongoing support. In addition, there are opportunities to grow into leadership within the agency for those who are willing and able.
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LionRock Financial whose parent agency is Patriot Family Insurance, has an exclusive system for lead generation (warm leads, inbound only phone calls) that allows our financial advisors/agents to average 8-10 closed policies per week in an industry where field agents typically average only 8-10 closed policies per month.
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Our sales process has been refined and tested over years of performance and thousands of calls, generating millions of dollars in revenue and commissions. The focus of every new agent recruit is to master the sales process and master their craft so they can maximize every opportunity. This is a Consultative Sales process that is designed to place the agent in the role of a Financial Advisor. The process is designed for a one-call close and little follow-up is required.
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Our agents are averaging $20k - $25k monthly in issued premiums. Our agents are tripling and quadrupling the performance stats of average life insurance agents in the field who are making cold calls and running in-home appointments. Our refined sales process, in-depth training program, and ongoing support make it possible to meet or exceed agency performance targets consistently.
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We offer a 10-day hands-on training experience with ongoing support in a collaborative environment.
Interested in learning more about how to become a member of our team? Join us for a future Information Session & Site Visit. Schedule a date hat works for you using the calendar below. We look forward to meeting you!