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    AZ-Gilbert Comprehensive Retirement Planning Specialist - AMERICAN SENIOR BENEFITS LLC

    AMERICAN SENIOR BENEFITS LLC
    AMERICAN SENIOR BENEFITS LLC Gilbert, United States

    2 weeks ago

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    Description

    Provide 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 and The , 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 propriatary 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.
    • 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

    Our compensation plans are highly customizable and may be discussed directly with the agency owner.

    USD $40, USD $100,000.00 /Yr.
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