Holistic Retirement Planner & Wealth Educator

AMERICAN SENIOR BENEFITS LLC; Cedar Park (TX); On-site; USD 40,000 - 100,000; Full time

Job summary

AMERICAN SENIOR BENEFITS LLC in Cedar Park, Texas is seeking individuals to provide guidance, support, and education to clients facing retirement. Responsibilities include meeting with clients to discuss their concerns, explaining benefits, and recommending solutions. A High School Diploma or GED is required, along with strong communication and empathy skills. The position offers a highly customizable compensation plan ranging from $40,000 to $100,000 per year.

Qualifications

• Teachable spirit and thirst to learn.
• Strong ability to establish rapport and build connections.
• Above average communication skills.

Responsibilities

• Meet with clients to determine their concerns and plans.
• Explain types of benefits and investments available to clients.
• Educate clients about solutions and potential risks.
• Recommend solutions from a portfolio of options.
• Maintain client relationships and determine necessary changes.
• Work well with back office support.
• Maintain detailed records for client safety.

Skills

Empathy and listening skills

Communication skills

Ability to establish rapport

Education

High School Diploma or GED

Job description

AMERICAN SENIOR BENEFITS LLC in Cedar Park, Texas is seeking individuals to provide guidance, support, and education to clients facing retirement. Responsibilities include meeting with clients to discuss their concerns, explaining benefits, and recommending solutions. A High School Diploma or GED is required, along with strong communication and empathy skills. The position offers a highly customizable compensation plan ranging from $40,000 to $100,000 per year.