American Senior Benefits ยท 3 months ago
MN-Maple Grove Retirement Planner
US-MN-Maple Grove
Full-time
Onsite
Mid Level
$80K/yr - $100K/yrAmerican Senior Benefits is a premier leader in the insurance industry, specializing in providing clients with tailor-made retirement solutions. The Retirement Planner will engage with clients to understand their retirement goals, assist with Medicare planning, evaluate insurance needs, and maintain client relationships while ensuring compliance with industry regulations.
FinanceFinancial ServicesInsuranceRetirement
Responsibilities
Engage with clients to understand their retirement goals, needs, and concerns, ensuring a thorough understanding of their financial landscape
Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each client
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
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
Handle all aspects of the insurance application process, from initial completion to final submission
Stay updated with the latest industry regulations, product offerings, and best practices to provide the most accurate and up-to-date advice to clients
Maintain meticulous records of client interactions, recommendations, and implemented strategies
Foster and maintain strong relationships with clients, ensuring they feel valued and understood, and address any concerns or questions promptly
Work closely with the internal team, and National support teams
Qualification
Required
Proven experience in retirement planning or a related field
Strong understanding of Medicare and its associated products
Exceptional interpersonal and communication skills
Ability to analyze complex data and translate it into actionable strategies
Proficient in using professional software for comparing Medicare plans
Strong commitment to ethical practices and compliance with industry regulations
Ability to work independently and as part of a team
Company
American Senior Benefits
American Senior Benefits is an insurance company that provides life insurance and home insurance services.
Founded in 2005
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
J
Jim Sweeney
Managing Partner
Company data provided by crunchbase