Retirement Planning Career Opportunity

3 days ago


San Francisco, California, United States American Senior Benefits Full time

Overview

At American Senior Benefits, we're seeking a skilled Retirement Planning Career Opportunity to join our team. As a Comprehensive Financial Guidance Specialist, you'll play a vital role in guiding individuals towards securing their financial futures.

Responsibilities:

  • Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
  • Explain to potential clients the types of benefits, coverage, and investments available to them.
  • Educate clients and answer questions about solutions, options, and potential risks.
  • Recommend solutions from a portfolio of over 200 options organized in proprietary software.
  • Work well with a team of back office support.

Qualifications:

  • A teachable spirit and thirst to learn.
  • The ability to quickly establish rapport and build connections.
  • Strong empathy and listening skills.
  • Above average communication skills.
  • Maintenance of detailed records for client safety in our software.

Compensation: $40,000 - $100,000 per year.



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