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Senior Planning Consultant
1 month ago
As a Senior Planning Specialist at American Senior Benefits LLC, you will play a vital role in guiding individuals towards a secure retirement. You will be trained to utilize proprietary systems to provide clients with tailored solutions for safeguarding their future. Our company, backed by American Senior Benefits and The Integrity Marketing Group, offers comprehensive training and support to help you build a successful career in holistic planning and solutions for life, health, and wealth.
Responsibilities:
Meet with clients to understand their concerns and goals. Explain the various benefits, coverage, and investment options available to them. Educate clients on solutions, options, and potential risks. Recommend solutions from our extensive portfolio of over 200 options, organized in proprietary software. Maintain client relationships and adapt to changes in their coverage needs. Collaborate with our team of back-office support. Maintain accurate records for client safety in our software.
Qualifications:
We value integrity and a culture fit above all else. You should be able to establish rapport quickly and build strong connections. Possess strong empathy and listening skills. Demonstrate above-average communication skills. A High School Diploma or GED is the minimum educational requirement. Our compensation plans are highly customizable and can be discussed directly with our agency owner.
Compensation:
USD $40,000 to USD $100,000 per year
