Retirement Planning Advisor

3 weeks ago


Strasburg, Virginia, United States American Senior Benefits Full time

Position Overview:

As a Retirement Planning Advisor, you will provide essential guidance and education to individuals approaching retirement. You will be equipped with proprietary tools to assist clients in securing their financial future. Supported by American Senior Benefits and The Integrity Marketing Group, you will receive comprehensive training as you embark on a fulfilling career focused on holistic planning and solutions encompassing life, health, and wealth.

Key Responsibilities:

  • Conduct meetings with clients to assess their concerns and retirement objectives.
  • Clarify the various benefits, coverage options, and investment opportunities available to clients.
  • Educate clients and address inquiries regarding potential solutions, options, and associated risks.
  • Propose tailored solutions from a diverse portfolio of over 200 options utilizing proprietary software.
  • Foster and maintain strong client relationships, identifying necessary adjustments to enhance coverage and adapt to life changes.
  • Collaborate effectively with a dedicated back-office support team.
  • Ensure meticulous record-keeping for client safety within our software systems.

Qualifications:

  • A willingness to learn and a passion for professional development.
  • Ability to quickly build rapport and establish meaningful connections.
  • Strong empathy and active listening capabilities.
  • Excellent communication skills.
  • Commitment to maintaining client relationships and assessing coverage needs in response to life changes.
  • Minimum educational requirement: High School Diploma or GED.

Compensation:
Our compensation plans are highly customizable and can be discussed directly with the agency owner. The potential earnings range from USD $40,000 to USD $100,000.00 per year.



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