MN-Maple Grove Insurance Retirement Specialist

American Senior Benefits; Maple Grove (MN); On-site; USD 51,000 - 70,000; Full time

Benefits offered by this job

Unlimited comp structure with reviews

Generous commission structure

Access to 220 top-rated carriers

Product training from carriers

Ownership of client list overwrites

National endorsements

Job summary

American Senior Benefits is seeking an Insurance Retirement Specialist to guide clients through retirement planning and insurance options. You will meet with clients, analyze needs, and tailor solutions with our back-office support.

You will build trust through strong interpersonal and communication skills, manage follow-ups, and stay current on industry trends. The role offers a generous commission structure and access to 220+ carriers, with ongoing product training.

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

• Meeting with clients, conducting comprehensive meetings to understand goals and retirement aspirations.
• Needs analysis to assess current financial situations and retirement needs.
• Providing and explaining solutions using insurance and retirement products tailored to clients.
• Rigorous follow-up to ensure seamless implementation of solutions and ongoing service.
• Industry awareness to stay updated on trends, regulations, and best practices.

Skills

Financial services experience

Interpersonal skills

Communication skills

Detail-oriented

Client service

Education

CFP certification

RICP certification

Job description

Company Overview

Join our dynamic team at American Senior Benefits, 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 American Senior Benefits, 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.

Hear From Our Agent Scott Parks

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 American Senior Benefits, 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 to cutting-edge resources, and support from a collaborative team dedicated to your success.

USD $50,999.00 - USD $69,999.00 /Yr.