Comprehensive Retirement Planning Specialist

1 month ago


Strasburg, Virginia, United States American Senior Benefits Full time
Overview

As a Comprehensive Retirement Planning Specialist, you will play a vital role in guiding individuals towards a secure and fulfilling retirement. Backed by American Senior Benefits, you will receive comprehensive training and support to help you build a successful career in holistic planning and solutions for life, health, and wealth.

Responsibilities
  • Meet with clients to understand their concerns and goals.
  • Explain the various benefits, coverage, and investment options available to clients.
  • Educate clients on solutions, options, and potential risks, and provide personalized recommendations.
  • Maintain client relationships and adapt to changes in their needs and circumstances.
  • Collaborate with a team of back-office support to ensure seamless client service.
  • Accurately maintain client records in our proprietary software.
Qualifications
  • A strong desire to learn and grow in a dynamic field.
  • The ability to establish rapport and build connections with clients.
  • Excellent communication and empathy skills.
  • A minimum of a High School Diploma or GED.
Compensation

A highly customizable compensation plan is available, and can be discussed directly with the agency owner.

Annual salary: $100,000.00 USD



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