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Insurance Retirement Specialist
2 months ago
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:
- Client Meetings: 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.
- Product Recommendations: Recommending appropriate insurance and retirement products tailored to clients' individual circumstances using our automated systems and back office support.
- Follow-Up and Support: Ensuring seamless implementation of recommended solutions and providing ongoing support and service to clients.
- Industry Expertise: Staying updated on industry trends, regulations, and best practices to provide informed advice to clients.
- Proven Playbook: Adhering to a structured approach and utilizing a proven playbook to deliver consistent and effective client outcomes.
We are seeking a professional with:
- 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.
As an Insurance Retirement Specialist at American Senior Benefits, you will enjoy:
- Unlimited compensation structure with regular reviews.
- Generous commission structure based on performance and sales achievements.
- Access to top-rated carriers to retain and grow your business.
- Product training and materials directly from the carriers, in addition to our boots-on-the-ground team.
- Ownership of your client list and downline overwrites.
- National endorsement from reputable associations.
At American Senior Benefits, we offer 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.
