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Insurance Retirement Consultant

2 months ago

Provo, Utah, United States American Senior Benefits Full time

Overview:

Company Overview: At American Senior Benefits, we are a prominent organization in the insurance sector, dedicated to assisting clients in achieving their retirement objectives through customized financial strategies. Our commitment to a client-focused philosophy, extensive industry knowledge, and a collaborative team atmosphere sets us apart.

Responsibilities:

A Day In the Life: As a Retirement Planning Specialist at American Senior Benefits, you will be instrumental in supporting clients throughout their retirement planning process. Your key responsibilities will include:

  • Client Engagement: Conducting in-depth consultations with clients to identify their financial ambitions and retirement goals.
  • Needs Assessment: Executing comprehensive needs assessments to evaluate clients' existing financial situations and future retirement requirements.
  • Solution Development: Proposing suitable insurance and retirement solutions tailored to clients' unique needs, leveraging our advanced systems and administrative support.
  • Ongoing Support: Ensuring the smooth execution of recommended strategies and providing continuous assistance and service to clients.
  • Market Awareness: Keeping abreast of industry developments, regulations, and best practices to offer well-informed guidance to clients.
  • Structured Approach: Following a systematic methodology and utilizing a proven framework to ensure consistent and effective client outcomes.

Qualifications:

What You Bring:

  • Demonstrated experience in financial services, particularly in retirement planning or insurance sales.
  • Exceptional interpersonal skills with the ability to foster relationships and trust with clients.
  • Strong communication and presentation abilities.
  • Detail-oriented with a commitment to delivering outstanding client service.
  • Relevant certifications (e.g., CFP, RICP) are advantageous but not mandatory.

What We Offer:

  • Unlimited compensation structure with performance reviews occurring as frequently as biannually.
  • Generous commission framework based on individual performance and sales success.
  • Access to over 220 top-rated carriers to support and expand your business.
  • Product training and resources directly from carriers, complemented by a dedicated support team.
  • Ownership of your client list and associated earnings.
  • National endorsements from reputable organizations.

Why Choose Us: At American Senior Benefits, we provide more than just a position; we offer a pathway for professional advancement and personal growth. You will have the chance to collaborate with industry leaders, access state-of-the-art resources, and receive support from a team committed to your success.

Compensation: USD $50, USD $69,999.00 /Yr.