ID-Meridian Retirement Planner

Found in: Resume Library US A2 - 1 week ago


Meridian Idaho, United States AMERICAN SENIOR BENEFITS LLC Full time
Overview:
About Legacy backed by American Senior Benefits

is a premier leader in the insurance industry, specializing in providing clients with tailor-made retirement solutions. We are a subsidiary of Integrity Marketing Group, a powerhouse in the industry that serves over 12 million clients and supports over 500,000 agents and brokers nationwide.

At ASB, we pride ourselves on delivering unparalleled service, and our team members are central to that commitment. If you have a passion for helping individuals navigate the intricacies of retirement planning and wish to be a part of an esteemed organization, we want to hear from you.

Responsibilities:
Client Consultation: Engage with clients to understand their retirement goals, needs, and concerns, ensuring a thorough understanding of their financial landscape.

Medicare Planning: Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each client.

Insurance Assessment: Evaluate client needs against available insurance products (excluding specific financial products) to determine the best fit. This includes but is not limited to life, health, and long-term care insurance.
 

Scope of Appointment Compliance: Ensure all necessary paperwork, including the Scope of Appointment form, is completed 48 hours prior to Medicare appointments, adhering to Medicare's rules and regulations.

Application Process: Handle all aspects of the insurance application process, from initial completion to final submission.

Continuous Learning: Stay updated with the latest industry regulations, product offerings, and best practices to provide the most accurate and up-to-date advice to clients.

Record Keeping: Maintain meticulous records of client interactions, recommendations, and implemented strategies.

Client Relationship Management: Foster and maintain strong relationships with clients, ensuring they feel valued and understood, and address any concerns or questions promptly.

Team Collaboration: Work closely with the internal team, and National support teams.

Qualifications:
Requirements:

- Proven experience in retirement planning or a related field.
- Strong understanding of Medicare and its associated products.
- Exceptional interpersonal and communication skills.
- Ability to analyze complex data and translate it into actionable strategies.
- Proficient in using professional software for comparing Medicare plans.
- Strong commitment to ethical practices and compliance with industry regulations.
- Ability to work independently and as part of a team.

 

#CB

Compensation:
USD $60,000.00 - USD $(phone number removed) /Yr.



  • Meridian, United States American Senior Benefits Full time

    Overview: About Legacy backed by American Senior Benefits ASB is a premier leader in the insurance industry, specializing in providing clients with tailor-made retirement solutions. We are a subsidiary of Integrity Marketing Group, a powerhouse in the industry that serves over 12 million clients and supports over 500,000 agents and brokers nationwide. At...

  • Registered Nurse

    Found in: Resume Library US A2 - 2 weeks ago


    Meridian, Idaho, United States St. Luke's Health System Full time

    Overview: St. Luke’s Health System at Meridian Hospital in Meridian, ID is seeking a part-time Registered Nurse (currently offering day or night shift) to join our MedSurg 5 & 6 team. When you are here, you are family. It has been an integral part of our culture for as long as anyone here can remember. The safety and well-being of our patients and our team...

  • Registered Nurse

    Found in: Resume Library US A2 - 2 weeks ago


    Meridian, Idaho, United States St. Luke's Health System Full time

    Overview: St. Luke’s Health System at Meridian Hospital in Meridian, ID is seeking a full-time, Night-shift Registered Nurse to join our MedSurg 5 & 6 team. When you are here, you are family. It has been an integral part of our culture for as long as anyone here can remember. The safety and well-being of our patients and our team members are at the...

  • Physician - Urology - Meridian, MS

    Found in: beBee S US - 2 weeks ago


    Meridian, United States Ochsner Health Full time

    Ochsner Rush is a 215-bed hospital; a 49 bed LTAC hospital; 5 critical access hospitals, and over 30 clinics located throughout East Central MS and West AL.A New physician would be the sole Urologist coming on board with 1 NP. Our current Urologist will be retiring in 2024. We have two da Vinci Robots (XI and SI).What we have to offer:Large 8 county referral...

  • Physician - Urology - Meridian, MS

    Found in: beBee jobs US - 2 weeks ago


    Meridian, Mississippi, United States Ochsner Health Full time

    Ochsner Rush is a 215-bed hospital; a 49 bed LTAC hospital; 5 critical access hospitals, and over 30 clinics located throughout East Central MS and West AL.A New physician would be the sole Urologist coming on board with 1 NP. Our current Urologist will be retiring in 2024. We have two da Vinci Robots (XI and SI).What we have to offer:Large 8 county referral...

  • Certified Surgical Technologist

    Found in: Resume Library US A2 - 1 week ago


    Meridian, Idaho, United States St. Luke's Health System Full time

    Overview: St. Luke’s Health System in Meridian, ID is seeking a Certified Surgical Tech (Part Time) join our Women's Services team.   We are a team of about 70 members with RNs, CSTs, CNAs, Lactation Consultants and Leadership. Our team is dedicated to quality patient care, safety and relationship based care, meaning we care for our patients, our team...

  • Physician - Hospital Medicine - Meridian, MS

    Found in: beBee S US - 2 weeks ago


    Meridian, United States Ochsner Health Full time

    We are seeking an Internal Medicine or Family Medicine trained physician for FT or PRN Shifts with our hospitalist program in Meridian, MS. We have a strong, established group of providers and need another physician to join our team. Our hospital does multidisciplinary rounds per day; has low readmission rates and great average lengths of stay.Details...

  • Physician - Hospital Medicine - Meridian, MS

    Found in: beBee jobs US - 1 week ago


    Meridian, Mississippi, United States Ochsner Health Full time

    We are seeking an Internal Medicine or Family Medicine trained physician for FT or PRN Shifts with our hospitalist program in Meridian, MS. We have a strong, established group of providers and need another physician to join our team. Our hospital does multidisciplinary rounds per day; has low readmission rates and great average lengths of stay.Details...


  • Meridian, Mississippi, United States Archway Physician Recruitment Full time

    Hematology/Oncology opening in Mississippi Located in Meridian, MS - 88m from Hattiesburg; 92m from Jackson, MS Full time, permanent opening Private practice Bread & Butter Hematology/Oncology Well-established clinic Group currently has 4 Hematologist/Oncologists with 1 Rad Onc One of the providers is retiring in the next couple years Set your own schedule,...

  • Registered Nurse

    Found in: Resume Library US A2 - 2 weeks ago


    Eagle, Idaho, United States St. Luke's Health System Full time

    Overview: Overview At St. Luke’s, our dedicated team of Intensive Care RNs are critical in providing exceptional, patient-centered care. We strive to foster an environment that embraces our employees' unique strengths, experiences and perspectives which ultimately drives our exceptional, patient-centered care.   St. Luke's Meridian Medical Center St....

  • Registered Nurse

    Found in: Resume Library US A2 - 14 hours ago


    Eagle, Idaho, United States St. Luke's Health System Full time

    Overview: At St. Luke’s, our dedicated team of Intensive Care RNs are critical in providing exceptional, patient-centered care. We strive to foster an environment that embraces our employees' unique strengths, experiences and perspectives which ultimately drives our exceptional, patient-centered care.   St. Luke's Meridian Medical Center St. Luke’s...

  • Outside Sales

    1 week ago


    Meridian, United States Welcome Wagon Full time

    Job DescriptionJob DescriptionIf you consider yourself outgoing, are an active member within your community, and desire flexibility for a work-life balance, we have the opportunity for you!Welcome Wagon is a national marketing company and leading provider of marketing solutions through different media channels like direct mail and digital platforms targeting...

  • Data Specialist 2

    Found in: Resume Library US A2 - 2 weeks ago


    Meridian, Idaho, United States St. Luke's Health System Full time

    Overview: St. Luke’s Health System in Meridian, ID is seeking a Data Specialist 1 to join our Home Health team.   Benefits:  Medical/Dental/Vision - Start the 1st of the month following your start date Retirement plans (403b) - No vesting period! Paid time off (Vacation, holidays and short term disability) Long term disability Life insurance Air...

  • Sterile Processing Technician

    Found in: Resume Library US A2 - 2 weeks ago


    Meridian, Idaho, United States St. Luke's Health System Full time

    Overview: At St. Luke’s, we pride ourselves on fostering a workplace culture that values diversity, promotes collaboration, and prioritizes employee well-being. Our commitment to excellence in patient care extends to creating an environment where our team can thrive both personally and professionally. With opportunities for growth, competitive benefits,...


  • Meridian, United States St. Luke's Health System - Boise, ID Full time

    St. Luke's Health System is seeking an Acute Care Surgeon to join their team in Meridian, Idaho. We specialize in a variety of surgical procedures, including laparoscopic (spleen, gall bladder, colon, and appendix) surgery, laparoscopic Nissen fundoplication, appendectomy, gall bladder surgery, small bowel obstruction surgery, cancer surgery, hernia surgery,...

  • REGISTERED NURSE

    Found in: Careerbuilder One Red US C2 - 2 days ago


    Meridian, ID 83646, USA, United States St. Luke's Health System Full time

    OverviewSt. Luke's Health System at Meridian Hospital in Meridian, ID is seeking a part-time Registered Nurse (currently offering day or night shift) to join our MedSurg 5 & 6 team. When you are here, you are family. It has been an integral part of our culture for as long as anyone here can remember. The safety and well-being of our patients and our team...

  • REGISTERED NURSE

    Found in: Careerbuilder One Red US C2 - 2 days ago


    Meridian, ID 83646, USA, United States St. Luke's Health System Full time

    OverviewSt. Luke's Health System at Meridian Hospital in Meridian, ID is seeking a full-time, Night-shift Registered Nurse to join our MedSurg 5 & 6 team. When you are here, you are family. It has been an integral part of our culture for as long as anyone here can remember. The safety and well-being of our patients and our team members are at the forefront...

  • REGISTERED NURSE

    Found in: Careerbuilder One Red US C2 - 2 days ago


    Meridian, ID 83646, USA, United States St. Luke's Health System Full time

    OverviewSt. Luke's Health System at Meridian Hospital in Meridian, ID is seeking a full-time, Day-shift Registered Nurse to join our MedSurg 5 & 6 team. When you are here, you are family. It has been an integral part of our culture for as long as anyone here can remember. The safety and well-being of our patients and our team members are at the forefront of...

  • Systems Administrator

    Found in: Resume Library US A2 - 2 weeks ago


    Meridian, Idaho, United States St. Luke's Health System Full time

    Overview: St. Luke’s Health System in Meridian, ID is seeking a Systems Administrator (Warehouse/Distribution Management System) to join Supply Chain team. Unit/Position Summary: The Systems Administrator (Warehouse/Distribution Management System) manages professional employees and/or supervisors or supervises large, complex/technical operational or...

  • Program Manager Supply Chain

    Found in: Resume Library US A2 - 2 weeks ago


    Meridian, Idaho, United States St. Luke's Health System Full time

    Overview: St. Luke’s Health System in Meridian, ID is seeking a Program Manager join our Supply Chain team.   What You Can Expect:   - Use your extensive knowledge of medical/surgical products and their application to clinical practice by coordinating with Supply Chain clinical directors to ensure products are available to our clinicians and...