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 those in need of insurance, especially seniors. As an independent organization, we prioritize our customers' key life decisions by helping them find the right solutions at affordable prices. Our work is important, personal, and precise, making both our customers and organization stronger with each decision made.
Role Description
This is a full-time hybrid role for a Retirement Plan Specialist at American Senior Benefits. The specialist will be responsible for retirement planning, working with qualified retirement plans, defined contribution, 403(b) plans, and finance. The role is based in Crown Point, IN, with some flexibility for remote work.
Qualifications
- Retirement Planning and Finance skills
- Expertise in Qualified Retirement Plans and 403(b) Plans
- Experience with Defined Contribution plans
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively
- Finance-related certifications are a plus
- Bachelor's degree in Finance, Economics, Business, or related field
