Insurance Retirement Specialist
4 days ago
At American Senior Benefits, we're committed to helping clients achieve their retirement goals with tailored financial solutions. Our team is dedicated to providing exceptional client service and support, and we're seeking a skilled Insurance Retirement Specialist to join our dynamic team.
ResponsibilitiesAs an Insurance Retirement Specialist, you'll play a pivotal role in guiding clients through their retirement planning journey. Your responsibilities will include:
- Conducting comprehensive meetings with clients to understand their financial goals and retirement aspirations.
- Performing thorough needs analyses to assess clients' current financial situations and future retirement needs.
- Recommending appropriate insurance and retirement products tailored to clients' individual circumstances.
- Ensuring seamless implementation of recommended solutions and providing ongoing support and service to clients.
- Staying updated on industry trends, regulations, and best practices to provide informed advice to clients.
We're looking for a candidate with:
- Proven experience in financial services, particularly in retirement planning or insurance sales.
- Strong interpersonal skills with the ability to build rapport and trust with clients.
- Excellent communication and presentation skills.
- Detail-oriented with a focus on delivering exceptional client service.
We offer a competitive compensation package, including:
- Unlimited commission structure with regular reviews.
- Generous commission structure based on performance and sales achievements.
- Access to top-rated carriers to retain and grow your business.
- Product training and materials directly from the carriers.
At American Senior Benefits, we offer a platform for career growth and personal development, a direct path toward owning your career. You'll have the opportunity to work alongside industry experts, access to cutting-edge resources, and support from a collaborative team dedicated to your success.
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