PA-Quakertown Insurance Retirement Specialist

Overview

Company Overview : Join our dynamic team at American Senior Benefits , 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 American Senior Benefits , 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 :

What we offer :

Why Join Us : At American Senior Benefits , 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 : $50,999 - $69,999