American Senior Benefits ยท 1 month ago
MN-Maple Grove Insurance Retirement Specialist
US-MN-Maple Grove
Full-time
Onsite
Mid Level
$51K/yr - $70K/yrAmerican Senior Benefits is a leader in the insurance industry committed to helping clients achieve their retirement goals with tailored financial solutions. As an Insurance Retirement Specialist, you will guide clients through their retirement planning journey, conducting needs analyses and recommending tailored insurance products.
FinanceFinancial ServicesInsuranceRetirement
Responsibilities
Conducting comprehensive meetings with clients to understand their financial goals and retirement aspirations
Performing thorough needs analyses to assess clients' current financial situations and future retirement needs
Recommending appropriate insurance and retirement products tailored to clients' individual circumstances using our automated systems and back office support
Ensuring seamless implementation of recommended solutions and providing ongoing support and service to clients
Staying updated on industry trends, regulations, and best practices to provide informed advice to clients
Adhering to a structured approach and utilizing a proven playbook to deliver consistent and effective client outcomes
Qualification
Required
Proven experience in financial services, particularly in retirement planning or insurance sales
Strong interpersonal skills with the ability to build rapport and trust with clients
Excellent communication and presentation skills
Detail-oriented with a focus on delivering exceptional client service
Preferred
Relevant certifications (e.g., CFP, RICP) are preferred but not required
Benefits
Unlimited Comp structure with reviews as frequently as twice a year.
Generous commission structure based on performance and sales achievements.
Access to over 220 top-rated carriers to retain and grow your business.
Product training and materials directly from the carriers, in addition to the boots-on-the-ground team.
Ownership of your client list overwrites, and downline overwrites.
National endorsement from the American Legion, the Elks, and the AM Vets Association.
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