What are the responsibilities and job description for the AZ-MESA Comprehensive Retirement Planning Specialist position at AMERICAN SENIOR BENEFITS LLC?
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. Key Retirement Services is 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
- Our agency owner Matt Ruddick looks at integrity and a culture fit first.
- 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.Salary : $100,000
