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Ca-Camarillo Comprehensive Retirement Planning Specialist
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$54k-73k (estimate)
Full Time 1 Day Ago
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AMERICAN SENIOR BENEFITS LLC is Hiring a Ca-Camarillo Comprehensive Retirement Planning Specialist Near Camarillo, CA

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.

Job Summary

JOB TYPE

Full Time

SALARY

$54k-73k (estimate)

POST DATE

06/26/2024

EXPIRATION DATE

07/11/2024

WEBSITE

americanseniorbenefits.com

HEADQUARTERS

IRONWOOD, MI

SIZE

500 - 1,000

FOUNDED

2005

TYPE

Private

REVENUE

$50M - $200M

INDUSTRY

Insurance

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About AMERICAN SENIOR BENEFITS LLC

ASB is a provider of annuities, life and health insurance products for senior citizens.

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