What are the responsibilities and job description for the OH-Columbus Retirement Planner position at American Senior Benefits?
About Safeguard Legacy Group
Safeguard Legacy - part of ASB - a premier leader in the insurance industry, specializing in providing clients with tailor-made retirement solutions. We are a subsidiary of Integrity Marketing Group, a powerhouse in the industry that serves over 12 million clients and supports over 500,000 agents and brokers nationwide.
At ASB, we pride ourselves on delivering unparalleled service, and our team members are central to that commitment. If you have a passion for helping individuals navigate the intricacies of retirement planning and wish to be a part of an esteemed organization, we want to hear from you.
Client Consultation Connect with clients to understand their retirement goals, needs, and concerns, ensuring a clear understanding of their financial situation.
Medicare Planning Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each client.
Insurance Assessment Evaluate client needs against available insurance products (excluding specific financial products) to determine the best fit. This includes but is not limited to life, health, and long-term care insurance.
Scope of Appointment Compliance Ensure all necessary paperwork, including the Scope of Appointment form, is completed 48 hours prior to Medicare appointments, adhering to Medicare's rules and regulations.
Application Process Handle all aspects of the insurance application process, from initial completion to final submission.
Continuous Learning Stay updated with the latest industry regulations, product offerings, and best practices to provide the most accurate and up-to-date advice to clients.
Record Keeping Maintain meticulous records of client interactions, recommendations, and implemented strategies.
Client Relationship Management Foster and maintain strong relationships with clients, ensuring they feel valued and understood, and address any concerns or questions promptly.
Team Collaboration Work closely with the internal team, and National support teams.
Requirements
USD $60,000.00 - USD $100,000.00 /Yr.
Safeguard Legacy - part of ASB - a premier leader in the insurance industry, specializing in providing clients with tailor-made retirement solutions. We are a subsidiary of Integrity Marketing Group, a powerhouse in the industry that serves over 12 million clients and supports over 500,000 agents and brokers nationwide.
At ASB, we pride ourselves on delivering unparalleled service, and our team members are central to that commitment. If you have a passion for helping individuals navigate the intricacies of retirement planning and wish to be a part of an esteemed organization, we want to hear from you.
Client Consultation Connect with clients to understand their retirement goals, needs, and concerns, ensuring a clear understanding of their financial situation.
Medicare Planning Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each client.
Insurance Assessment Evaluate client needs against available insurance products (excluding specific financial products) to determine the best fit. This includes but is not limited to life, health, and long-term care insurance.
Scope of Appointment Compliance Ensure all necessary paperwork, including the Scope of Appointment form, is completed 48 hours prior to Medicare appointments, adhering to Medicare's rules and regulations.
Application Process Handle all aspects of the insurance application process, from initial completion to final submission.
Continuous Learning Stay updated with the latest industry regulations, product offerings, and best practices to provide the most accurate and up-to-date advice to clients.
Record Keeping Maintain meticulous records of client interactions, recommendations, and implemented strategies.
Client Relationship Management Foster and maintain strong relationships with clients, ensuring they feel valued and understood, and address any concerns or questions promptly.
Team Collaboration Work closely with the internal team, and National support teams.
Requirements
- Proven experience in retirement planning or a related field.
- Good knowledge of Medicare and the products related to it.
- Exceptional interpersonal and communication skills.
- Can analyze data effectively and turn it into practical strategies.
- Comfortable using software to compare Medicare plans.
- Dedicated to ethical practices and following industry regulations.
- Can work well both independently and as part of a team.
USD $60,000.00 - USD $100,000.00 /Yr.
Salary : $60,000 - $100,000
