Holistic Retirement Planner & Client Advocate

American Senior Benefits; Council Bluffs (IA); On-site; USD 40,000 - 100,000; Full time

Job summary

A leading company in the insurance industry is seeking a Comprehensive Retirement Planning Specialist in Council Bluffs, Iowa. This role provides guidance and support to clients navigating retirement with a focus on holistic planning for life, health, and wealth. Applicants will receive training and ongoing support while building their careers in this dynamic field. An eagerness to learn and strong communication skills are essential for connecting with clients and delivering tailored solutions.

Qualifications

• Minimum education required is a High School Diploma or GED.
• Possess a teachable spirit and eagerness to learn.
• Must maintain above-average communication skills.

Responsibilities

• Meet with clients to understand their concerns and plans.
• Explain benefits, coverage, and investment options available to clients.
• Educate clients and answer questions about solutions, options, and risks.

Skills

Empathy

Listening skills

Communication skills

Education

High School Diploma or GED

Job description

A leading company in the insurance industry is seeking a Comprehensive Retirement Planning Specialist in Council Bluffs, Iowa. This role provides guidance and support to clients navigating retirement with a focus on holistic planning for life, health, and wealth. Applicants will receive training and ongoing support while building their careers in this dynamic field. An eagerness to learn and strong communication skills are essential for connecting with clients and delivering tailored solutions.