IA-Council Bluffs Comprehensive Retirement Planning Specialist

Summary

Join to apply for the IA-Council Bluffs Comprehensive Retirement Planning Specialist role at American Senior Benefits .Provide guidance, support, and education to individuals facing retirement. You will be trained to use proprietary systems to help clients safeguard their future. Backed by American Senior Benefits and The Integrity Marketing Group, you will receive training and support as you build a career using holistic planning and solutions for life, health, and wealth.Meet with clients to understand their concerns and plans.Explain benefits, coverage, and investment options available to clients.Educate clients and answer questions about solutions, options, and risks.Recommend solutions from a portfolio of over 200 options organized in proprietary software.Maintain client relationships and adjust coverages as needed for life changes.Collaborate with a support team.Keep detailed records in our software for client safety.Possess a teachable spirit and eagerness to learn.Establish rapport quickly and build connections.Demonstrate empathy and strong listening skills.Maintain above-average communication skills.Minimum education required is a High School Diploma or GED.Our compensation plans are highly customizable and can be discussed directly with the agency owner. The salary range is USD $40,000 to USD $100,000 per year.Seniority level Entry levelEmployment type Full-timeJob function Management and ManufacturingIndustries Insurance#J-18808-Ljbffr

Job Description

Join to apply for the IA-Council Bluffs Comprehensive Retirement Planning Specialist role at American Senior Benefits .Provide guidance, support, and education to individuals facing retirement. You will be trained to use proprietary systems to help clients safeguard their future. Backed by American Senior Benefits and The Integrity Marketing Group, you will receive training and support as you build a career using holistic planning and solutions for life, health, and wealth.Meet with clients to understand their concerns and plans.Explain benefits, coverage, and investment options available to clients.Educate clients and answer questions about solutions, options, and risks.Recommend solutions from a portfolio of over 200 options organized in proprietary software.Maintain client relationships and adjust coverages as needed for life changes.Collaborate with a support team.Keep detailed records in our software for client safety.Possess a teachable spirit and eagerness to learn.Establish rapport quickly and build connections.Demonstrate empathy and strong listening skills.Maintain above-average communication skills.Minimum education required is a High School Diploma or GED.Our compensation plans are highly customizable and can be discussed directly with the agency owner. The salary range is USD $40,000 to USD $100,000 per year.Seniority level Entry levelEmployment type Full-timeJob function Management and ManufacturingIndustries Insurance#J-18808-Ljbffr