What are the responsibilities and job description for the IA-Cedar Rapids Retirement Planner (Trainee) position at AMERICAN SENIOR BENEFITS LLC?
Overview
Looking to build a rewarding career as a retirement planner? American Senior Benefits offers exceptional opportunities for growth, training, and work-life balance.
➡ Advancement Opportunities - you can own your deal, and pass it on to whomever you wish.
➡ Sales Training Provided - Experience a Plus but Not Required. We have very successful ( six figure earners) who came to us with no prior experience.
➡ With over 220 carriers, you can rest assured you can always give the very best products to your clients.
➡ Work-Life Balance - our career agents retire sooner and better than national averages.
➡ Financial Strength & Brand Reputation - we are part of the Integrity Marketing organization, The largest IMO in the country.
➡ Competitive Commissions, Bonus, Renewals, carrier sponsored trips, ASB sponsored trips.
Responsibilities
- Partner with your team to achieve a flexible work schedule that allows you to spend quality time with your family and your sales targets and performance goals.
- Use our proprietary technology and options to connect with clients and conduct business.
- Educate families about the choices and options available to them based on their unique health, finances and desired outcomes.
- Be a resource to clients, building long-lasting relationships based on trust, integrity, and personalized service.
- Collaborate with team members and supervisors to share best practices and support one another's success in achieving work-life balance.
- Ensure adherence to all industry regulations and company policies during the application process. Handle paperwork efficiently and accurately to facilitate the underwriting and issuance of policies.
Hear From Our Agents
Qualifications
- Previous sales experience is a plus but not required.
- Strong interpersonal and communication skills to effectively connect with clients and establish trust.
- Organizational and time-management skills to handle multiple clients.
- High School Diploma or GED
- Personal Transportation.
