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Senior Benefits Retirement Advisor

2 months ago

Meridian, Idaho, United States American Senior Benefits Full time

Position Overview:

About American Senior Benefits:
American Senior Benefits (ASB) stands as a leading entity in the insurance sector, dedicated to offering customized retirement strategies. As a subsidiary of Integrity Marketing Group, we proudly serve a vast clientele, ensuring top-notch support for agents and brokers across the nation.

Key Responsibilities:

  • Client Engagement: Collaborate with clients to grasp their retirement aspirations, needs, and concerns, ensuring a comprehensive understanding of their financial situation.
  • Medicare Guidance: Aid clients in navigating Medicare options and benefits, utilizing professional tools to compare Medicare drug plans annually for optimal selections.
  • Insurance Evaluation: Assess client requirements against available insurance solutions (excluding specific financial products) to identify the most suitable options, including life, health, and long-term care insurance.
  • Compliance Management: Ensure completion of all necessary documentation, including the Scope of Appointment form, 48 hours prior to Medicare consultations, adhering to regulatory standards.
  • Application Oversight: Manage the entire insurance application process, from initial completion to final submission.
  • Ongoing Education: Remain informed about the latest industry regulations, product offerings, and best practices to provide clients with accurate and current advice.
  • Record Maintenance: Keep detailed records of client interactions, recommendations, and implemented strategies.
  • Relationship Development: Build and sustain strong client relationships, ensuring they feel valued and addressing any inquiries or concerns promptly.
  • Team Collaboration: Work in conjunction with internal teams and national support units.

Qualifications:

  • Demonstrated experience in retirement planning or a related discipline.
  • In-depth knowledge of Medicare and its associated products.
  • Outstanding interpersonal and communication abilities.
  • Capability to analyze complex information and translate it into actionable strategies.
  • Proficiency in utilizing professional software for Medicare plan comparisons.
  • Strong commitment to ethical practices and adherence to industry regulations.
  • Able to work independently as well as collaboratively within a team.

Compensation:
USD $60,000.00 - $100,000.00 /Yr.