American Senior Benefits ยท 1 month ago
CT-Farmington Comprehensive Retirement Planning Specialist
US-CT-Farmington
Full-time
Onsite
New Grad, Entry Level
$40K/yr - $100K/yrAmerican Senior Benefits is a company focused on retirement planning and financial services. They are seeking a Comprehensive Retirement Planning Specialist to provide guidance and support to clients facing retirement, utilizing proprietary systems and a portfolio of options to help safeguard their future.
FinanceFinancial ServicesInsuranceRetirement
Responsibilities
Provide guidance, support and education to folks facing retirement
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