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Senior Benefits Consultant

2 months ago

Peachtree City, Georgia, United States American Senior Benefits Full time
About the Role

We are seeking a highly skilled Insurance Advisor to join our team at American Senior Benefits. As a key member of our organization, you will be responsible for providing expert insurance solutions to our clients, helping them to achieve their financial goals.

Key Responsibilities
  • Client Engagement: Work with pre-screened, qualified leads to conduct detailed consultations and understand client needs and goals.
  • Seminar Presentation: Represent the company in seminar settings, delivering professional and informative presentations on insurance products and services.
  • Client Follow-Up: Follow up promptly with seminar attendees to address inquiries and provide additional information.
  • Professionalism and Client Interaction: Demonstrate the highest level of professionalism in all interactions with clients and partners.
  • Documentation and Reporting: Accurately document client interactions, follow-up actions, and sales activities.
Requirements
  • CFP, ChFC, Securities Licensed CPA, MDRT-level producers.
Compensation

USD $100,000.00 - USD $500,000.00 /Yr.