Financial Services Professional

4 weeks ago


Peachtree City Georgia, United States AMERICAN SENIOR BENEFITS LLC Full time
About the Role

We are seeking a highly skilled Financial Services Professional to join our team at American Senior Benefits LLC. As a Retirement Planning Expert, you will be responsible for providing expert advice and guidance to clients on their retirement planning needs.

Key Responsibilities
  • Engage with qualified leads generated from seminars and trust firm partnerships to understand client needs and goals.
  • Conduct detailed consultations to provide tailored insurance solutions that align with clients' financial objectives and trust needs.
  • Represent the company in seminar settings, delivering professional and informative presentations on insurance products and services.
  • Collaborate with the trust firm to ensure a cohesive and comprehensive seminar experience.
  • Follow up promptly with seminar attendees to address inquiries and provide additional information.
  • Build and maintain strong client relationships through personalized communication and exceptional service.
Requirements
  • CFP, ChFC, Securities Licensed CPA, MDRT-level producers.
What We Offer
  • No up-front costs to start your practice.
  • No cold calls to focus on client engagement.
  • Access to experts and specialists for advanced cases.
  • Client-centric approach with unmatched support.


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