About this opportunity
American Senior Benefits lists this IA-Council Bluffs Comprehensive Retirement Planning Specialist opportunity in council bluffs, Iowa. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Benefits AdvisorProvide guidance, support and education to folks facing retirement. You will be trained to use proprietary systems to guide clients in safeguarding their future. Backed by American Senior Benefits and The Integrity Marketing Group, you will receive training and support as you build a career and use holistic planning and solutions for life, health and wealth.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.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.Minimum education is a High School Diploma or GEDOur compensation plans are highly customizable and may be discussed directly with the agency owner.USD $40,000.00 - USD $100,000.00 /Yr.
Worksite address
council bluffs, IA, 51501, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.