ID-Boise Insurance Retirement Specialist

American Senior Benefits; Boise (ID); On-site; USD 50,999 - 69,999; Full time

Benefits offered by this job

Generous commission structure

Product training and materials

Ownership of client list

National endorsement from organizations

Job summary

American Senior Benefits seeks an Insurance Retirement Specialist in Boise, Idaho, to guide clients in their retirement planning. You will meet clients to assess their financial goals, analyze needs, and recommend tailored insurance products.

The role offers a generous commission structure, training, and the chance to collaborate with industry experts, providing exceptional client service and personal growth opportunities.

Salary ranges from USD $50,999 to $69,999 annually, with unlimited earning potential.

Qualifications

• Proven experience in financial services, particularly in retirement planning or insurance sales.
• Strong interpersonal skills with the ability to build rapport and trust with clients.
• Excellent communication and presentation skills.
• Detail-oriented with a focus on delivering exceptional client service.
• Relevant certifications (e.g., CFP, RICP) are preferred but not required.

Responsibilities

• Conduct comprehensive meetings with clients to understand their financial goals.
• Perform thorough needs analyses to assess clients' current financial situations.
• Recommend appropriate insurance and retirement products tailored to clients.
• Ensure seamless implementation of recommended solutions and provide ongoing support.
• Stay updated on industry trends, regulations, and best practices.
• Adhere to a structured approach and utilize a proven playbook for client outcomes.

Skills

Strong interpersonal skills

Excellent communication skills

Detail-oriented

Experience in retirement planning or insurance sales

Education

Relevant certifications (e.g., CFP, RICP)

Job description

Company Overview Join our dynamic team at Legacy, a leader in the insurance industry committed to helping clients achieve their retirement goals with tailored financial solutions. We pride ourselves on our client‑centric approach, industry expertise, and supportive team environment.

A Day In the Life

As an Insurance Retirement Specialist at Legacy, you will play a pivotal role in guiding clients through their retirement planning journey. Your responsibilities will include:

• Meeting with Clients – Conducting comprehensive meetings with clients to understand their financial goals and retirement aspirations.
• Needs Analysis – Performing thorough needs analyses to assess clients' current financial situations and future retirement needs.
• Providing and Explaining Solutions – Recommending appropriate insurance and retirement products tailored to clients' individual circumstances using our automated systems and back‑office support.
• Rigorous Follow‑Up – Ensuring seamless implementation of recommended solutions and providing ongoing support and service to clients.
• Industry Awareness – Staying updated on industry trends, regulations, and best practices to provide informed advice to clients.
• Following a Proven Playbook – Adhering to a structured approach and utilizing a proven playbook to deliver consistent and effective client outcomes.

What you bring

• Proven experience in financial services, particularly in retirement planning or insurance sales.
• Strong interpersonal skills with the ability to build rapport and trust with clients.
• Excellent communication and presentation skills.
• Detail‑oriented with a focus on delivering exceptional client service.
• Relevant certifications (e.g., CFP, RICP) are preferred but not required.

What we offer

• Unlimited Comp structure with reviews as frequently as twice a year.
• Generous commission structure based on performance and sales achievements.
• Access to over 220 top‑rated carriers to retain and grow your business.
• Product training and materials directly from the carriers, in addition to the boots‑on‑the‑ground team.
• Ownership of your client list overwrites, and downline overwrites.
• National endorsement from the American Legion, the Elks, and the AM Vets Association.

Why Join Us

At Legacy, we offer more than a job – we provide a platform for career growth and personal development, a direct path toward owning your career. You'll have the opportunity to work alongside industry experts, access cutting‑edge resources, and receive support from a collaborative team dedicated to your success.

USD $50,999.00 – USD $69,999.00 /Yr.