IA-Council Bluffs Comprehensive Retirement Planning Specialist

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

Join to apply for the IA-Council Bluffs Comprehensive Retirement Planning Specialist role at American Senior Benefits.

Provide guidance, support, and education to individuals facing retirement. You will be trained to use proprietary systems to help clients safeguard their future. Backed by American Senior Benefits and The Integrity Marketing Group, you will receive training and support as you build a career using holistic planning and solutions for life, health, and wealth.

• 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.
• Recommend solutions from a portfolio of over 200 options organized in proprietary software.
• Maintain client relationships and adjust coverages as needed for life changes.
• Collaborate with a support team.
• Keep detailed records in our software for client safety.
• Possess a teachable spirit and eagerness to learn.
• Establish rapport quickly and build connections.
• Demonstrate empathy and strong listening skills.
• Maintain above-average communication skills.
• Minimum education required is a High School Diploma or GED.

Our compensation plans are highly customizable and can be discussed directly with the agency owner. The salary range is USD $40,000 to USD $100,000 per year.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Management and Manufacturing

Industries

• Insurance