What are the responsibilities and job description for the PA-Monroeville Insurance Retirement Specialist position at AMERICAN SENIOR BENEFITS LLC?
Overview
Company Overview: Join our dynamic team at Success Financial Solutions, a leader in the insurance industry committed to helping clients achieve their retirement goals with tailored financial solutions. We pride ourselves on our client-centric approach, industry expertise, and supportive team environment.
Responsibilities
A Day In the Life: As an Insurance Retirement Specialist at Success Financial Solutions, you will play a pivotal role in guiding clients through their retirement planning journey. Your responsibilities will include:
- Meeting with Clients: Conducting comprehensive meetings with clients to understand their financial goals and retirement aspirations.
- Needs Analysis: Performing thorough needs analyses to assess clients' current financial situations and future retirement needs.
- Providing and Explaining Solutions: Recommending appropriate insurance and retirement products tailored to clients' individual circumstances using our automated systems and back office support.
- Rigorous Follow-Up: Ensuring seamless implementation of recommended solutions and providing ongoing support and service to clients.
- Industry Awareness: Staying updated on industry trends, regulations, and best practices to provide informed advice to clients.
- Following a Proven Playbook: Adhering to a structured approach and utilizing a proven playbook to deliver consistent and effective client outcomes.
Hear From Our Agent Scott Parks
Qualifications
What you bring:
- Proven experience in financial services, particularly in retirement planning or insurance sales.
- Strong interpersonal skills with the ability to build rapport and trust with clients.
- Excellent communication and presentation skills.
- Detail-oriented with a focus on delivering exceptional client service.
- Relevant certifications (e.g., CFP, RICP) are preferred but not required.
What we offer:
- Unlimited Comp structure with reviews as frequently as twice a year.
- Generous commission structure based on performance and sales achievements.
- Access to over 220 top-rated carriers to retain and grow your business.
- Product training and materials directly from the carriers, in addition to the boots-on-the-ground team.
- Ownership of your client list overwrites, and downline overwrites.
- National endorsement from the American Legion, the Elks, and the AM Vets Association.
Why Join Us: At Success Financial Solutions, we offer more than a job – we provide a platform for career growth and personal development, a direct path toward owning your career.. You'll have the opportunity to work alongside industry experts, access to cutting-edge resources, and support from a collaborative team dedicated to your success.
Compensation
USD $50,999.00 - USD $69,999.00 /Yr.Salary : $69,999
