Medicare & Retirement Planning Specialist

AMERICAN SENIOR BENEFITS LLC; Dayton (OH); On-site; USD 60,000 - 100,000; Full time

Job summary

AMERICAN SENIOR BENEFITS LLC in Dayton, Ohio, is seeking a professional to specialize in retirement planning. The role involves engaging with clients, assisting with Medicare planning, and evaluating insurance products to best fit client needs.

The ideal candidate has proven experience in retirement planning, exceptional interpersonal skills, and a strong understanding of Medicare. A commitment to ethical practices and the ability to work both independently and collaboratively are key to success in this position. Competitive compensation structure is offered.

Qualifications

• Proven experience in retirement planning or a related field.
• Strong understanding of Medicare and its associated products.
• Exceptional interpersonal and communication skills.
• Ability to analyze complex data and translate it into actionable strategies.
• Proficient in using professional software for comparing Medicare plans.
• Strong commitment to ethical practices and compliance with industry regulations.
• Ability to work independently and as part of a team.

Responsibilities

• Engage with clients to understand their retirement goals and financial landscape.
• Assist clients in understanding Medicare options and benefits.
• Evaluate client needs against available insurance products.
• Ensure necessary paperwork is completed prior to Medicare appointments.
• Handle all aspects of the insurance application process.
• Stay updated with the latest industry regulations and best practices.
• Maintain meticulous records of client interactions and recommendations.
• Foster strong relationships with clients and address concerns promptly.
• Work closely with internal and National support teams.

Skills

Retirement Planning

Medicare Knowledge

Interpersonal Skills

Data Analysis

Software Proficiency

Job description

AMERICAN SENIOR BENEFITS LLC in Dayton, Ohio, is seeking a professional to specialize in retirement planning. The role involves engaging with clients, assisting with Medicare planning, and evaluating insurance products to best fit client needs.

The ideal candidate has proven experience in retirement planning, exceptional interpersonal skills, and a strong understanding of Medicare. A commitment to ethical practices and the ability to work both independently and collaboratively are key to success in this position. Competitive compensation structure is offered.