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IA-Council Bluffs Comprehensive Retirement Planning Specialist at AMERICAN SENIOR BENEFITS LLC
Council Bluffs, Iowa, United States -
Full Time

Start Date

Immediate

Expiry Date

24 Jul, 26

Salary

100000.0

Posted On

25 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Retirement planning, Client relations, Financial education, Communication, Empathy, Active listening, Sales, Record keeping, Risk assessment, Investment guidance

Industry

Insurance

Description
Overview Provide guidance, support and education to folks facing retirement. You will be trained to use proprietary systems to guide clients in safeguarding their future. Backed by American Senior Benefits and The Integrity Marketing Group, you will receive training and support as you build a career and use holistic planning and solutions for life, health and wealth. Responsibilities Meet with clients to determine their concerns and plans. Explain to potential clients the types of benefits, coverage, and investments available to them. Educate clients and answer questions about solutions, options and potential risks. Recommend solutions from a portfolio of over 200 options organized in propriatary software. Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes. Work well with a team of back office support. Maintain detailed records for client safety in our software. Qualifications A teachable spirit, and thirst to learn. The ability to quickly establish rapport and build connections. Strong empathy and listening skills. Above average communication skills. Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes. Minimum education is a High School Diploma or GED Our compensation plans are highly customizable and may be discussed directly with the agency owner. Compensation USD $40,000.00 - USD $100,000.00 /Yr.
Responsibilities
The specialist will provide retirement planning education and support to clients while recommending appropriate life, health, and wealth solutions. They are responsible for maintaining client relationships, managing detailed records, and collaborating with back-office support teams.