Insurance Retirement Specialist

4 weeks ago


Charlotte, North Carolina, United States American Senior Benefits Full time
Overview

At American Senior Benefits, we're dedicated to helping clients achieve their retirement goals with tailored financial solutions. Our team is committed to delivering exceptional client service and providing industry expertise.

Responsibilities
  • Meet with clients to understand their financial goals and retirement aspirations.
  • Perform thorough needs analyses to assess clients' current financial situations and future retirement needs.
  • Provide and explain insurance and retirement products tailored to clients' individual circumstances.
  • Ensure seamless implementation of recommended solutions and provide ongoing support and service to clients.
  • Stay updated on industry trends, regulations, and best practices to provide informed advice to clients.
  • Adhere to a structured approach and utilize a proven playbook to deliver consistent and effective client outcomes.
Qualifications
  • 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.
  • Relevant certifications (e.g., CFP, RICP) are preferred but not required.
What We Offer
  • Unlimited comp structure with reviews as frequently as twice a year.
  • Generous commission structure based on performance and sales achievements.
  • Access to over 220 top-rated carriers to retain and grow your business.
  • Product training and materials directly from the carriers, in addition to the boots-on-the-ground team.
  • Ownership of your client list overwrites, and downline overwrites.
  • National endorsement from the American Legion, the Elks, and the AM Vets Association.
Why Join Us

At American Senior Benefits, we offer more than a job - we provide a platform for career growth and personal development. 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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