Retirement Income Advisor

2 days ago


Valley Forge, Pennsylvania, United States American Senior Benefits Full time
Join Our Team

We are seeking a dedicated and compassionate Retirement Income Advisor to help us achieve our mission of protecting the financial security of America's seniors. In this critical role, you will work closely with clients to understand their unique needs and develop personalized plans to ensure their long-term financial well-being.

Your key responsibilities will include conducting thorough client interviews, creating customized plans, and providing ongoing support and education to ensure client satisfaction. You will also be responsible for staying up-to-date with industry trends and regulatory changes to remain knowledgeable about the latest developments in the field.

Main Responsibilities:
  • Conduct in-depth client interviews to gather information about their financial goals and challenges
  • Design and implement tailored retirement income plans to meet individual client needs
  • Develop and implement effective strategies to educate clients about available benefits and options
  • Provide exceptional support and follow-up services to ensure client satisfaction and retention
Benefits and Compensation:

We are committed to offering a competitive salary range of $41,500 - $101,000 per year, plus opportunities for professional growth and development, to attract and retain top talent like you.



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