Retirement Solutions Consultant
1 week ago
Position Overview:
About American Senior Benefits:
American Senior Benefits (ASB) stands as a leading authority in the insurance sector, dedicated to offering customized retirement strategies to our clients. As a subsidiary of Integrity Marketing Group, we are proud to serve a vast clientele and support a large network of agents and brokers across the nation.
We are committed to delivering exceptional service, and our team members play a crucial role in this mission. If you are enthusiastic about guiding individuals through the complexities of retirement planning and wish to join a respected organization, we encourage you to explore this opportunity.
Key Responsibilities:
Client Engagement: Interact with clients to gain insight into their retirement aspirations, requirements, and concerns, ensuring a comprehensive understanding of their financial situation.
Medicare Guidance: Aid clients in comprehending their Medicare options and benefits. Conduct annual comparisons of Medicare drug plans using specialized software to guarantee the best plan selection for each individual.
Insurance Evaluation: Assess client needs against available insurance offerings (excluding specific financial products) to identify the most suitable options. This encompasses life, health, and long-term care insurance.
Compliance Management: Ensure that all necessary documentation, including the Scope of Appointment form, is finalized 48 hours before Medicare consultations, in accordance with Medicare regulations.
Application Oversight: Manage all facets of the insurance application process, from initial completion to final submission.
Ongoing Education: Remain informed about the latest industry standards, product offerings, and best practices to provide clients with the most accurate and current advice.
Documentation Maintenance: Keep detailed records of client interactions, recommendations, and implemented strategies.
Relationship Development: Cultivate and sustain strong relationships with clients, ensuring they feel appreciated and understood, while promptly addressing any inquiries or concerns.
Team Collaboration: Collaborate closely with internal teams and national support groups.
Qualifications:
Essential Requirements:
- Demonstrated experience in retirement planning or a related field.
- In-depth knowledge of Medicare and its associated products.
- Outstanding interpersonal and communication abilities.
- Capability to analyze intricate data and convert it into actionable strategies.
- Proficiency in utilizing professional software for Medicare plan comparisons.
- Strong dedication to ethical practices and adherence to industry regulations.
- Ability to work autonomously as well as part of a team.
Compensation:
USD $60,000.00 - USD $100,000.00 /Yr.
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