What are the responsibilities and job description for the Retirement Plan Specialist position at American Senior Benefits?
Company Description
American Senior Benefits is dedicated to serving the insurance needs of seniors, providing key life decisions at affordable prices. As an independent organization, we prioritize our customers and strive to help them find the right solutions. Our work is personal, important, and precise, making both our customers and our organization stronger with every decision.
Role Description
This is a full-time hybrid role as a Retirement Plan Specialist at American Senior Benefits in Indianapolis, IN, with flexibility for remote work. The Retirement Plan Specialist will be responsible for retirement planning,Life Insurance, Medicare, LTC, Dental, Hospital Indemnity, and utilizing finance knowledge to assist customers in making informed decisions.
Qualifications
- Retirement Planning and Qualified Retirement Plans expertise
- Strong finance background
- Excellent analytical and problem-solving skills
- Effective communication and interpersonal skills
- Ability to work independently and collaboratively