American Senior Benefits · 2 months ago
OH-Dayton Comprehensive Retirement Planning Specialist
US-OH-Dayton
Full-time
Onsite
New Grad, Entry Level
$40K/yr - $100K/yrAmerican Senior Benefits is a company focused on providing retirement planning services. The Comprehensive Retirement Planning Specialist will guide clients through their retirement options, educating them about benefits and investments while maintaining strong 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
Minimum education is a High School Diploma or GED
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
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