MN-Maple Grove Insurance Retirement Specialist

1 week ago

Maple Grove, United States American Senior Benefits Full time
Overview

Company Overview: Join our dynamic team at American Senior Benefits, a leader in the insurance industry committed to helping clients achieve their retirement goals with tailored financial solutions. We pride ourselves on our client-centric approach, industry expertise, and supportive team environment.

Responsibilities

A Day In the Life: As an Insurance Retirement Specialist at American Senior Benefits, you will play a pivotal role in guiding clients through their retirement planning journey. Your responsibilities will include:
  • Meeting with Clients: Conducting comprehensive meetings with clients to understand their financial goals and retirement aspirations.
  • Needs Analysis: Performing thorough needs analyses to assess clients' current financial situations and future retirement needs.
  • Providing and Explaining Solutions: Recommending appropriate insurance and retirement products tailored to clients' individual circumstances using our automated systems and back office support.
  • Rigorous Follow-Up: Ensuring seamless implementation of recommended solutions and providing ongoing support and service to clients.
  • Industry Awareness: Staying updated on industry trends, regulations, and best practices to provide informed advice to clients.
  • Following a Proven Playbook: Adhering to a structured approach and utilizing a proven playbook to deliver consistent and effective client outcomes.
Hear From Our Agent Scott Parks

Qualifications

What you bring:
  • Proven experience in financial services, particularly in retirement planning or insurance sales.
  • Strong interpersonal skills with the ability to build rapport and trust with clients.
  • Excellent communication and presentation skills.
  • Detail-oriented with a focus on delivering exceptional client service.
  • Relevant certifications (e.g., CFP, RICP) are preferred but not required.
What we offer:
  • Unlimited Comp structure with reviews as frequently as twice a year.
  • Generous commission structure based on performance and sales achievements.
  • Access to over 220 top-rated carriers to retain and grow your business.
  • Product training and materials directly from the carriers, in addition to the boots-on-the-ground team.
  • Ownership of your client list overwrites, and downline overwrites.
  • National endorsement from the American Legion, the Elks, and the AM Vets Association.

Why Join Us: At American Senior Benefits, we offer more than a job - we provide a platform for career growth and personal development, a direct path toward owning your career.. You'll have the opportunity to work alongside industry experts, access to cutting-edge resources, and support from a collaborative team dedicated to your success.

Compensation

USD $50,999.00 - USD $69,999.00 /Yr.

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