American Senior Benefits · 3 months ago
TX-DFW Comprehensive Retirement Planning Specialist
US-TX-Hurst
Full-time
Onsite
New Grad, Entry Level
$40K/yr - $100K/yrAmerican Senior Benefits is a company focused on retirement planning, and they are seeking a Comprehensive Retirement Planning Specialist. In this role, you will provide guidance and support to clients facing retirement, using proprietary systems to help safeguard their future and maintain client relationships.
FinanceFinancial ServicesInsuranceRetirement
Responsibilities
Meet with clients to determine their concerns and plans
Explain to potential clients the types of benefits, coverage, and investments available to them
Educate clients and answer questions about solutions, options and potential risks
Recommend solutions from a portfolio of over 200 options organized in proprietary software
Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes
Work well with a team of back office support
Maintain detailed records for client safety in our software
Qualification
Required
A teachable spirit, and thirst to learn
The ability to quickly establish rapport and build connections
Strong empathy and listening skills
Above average communication skills
Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes
Minimum education is a High School Diploma or GED
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