NC-Chapel Hill Financial Services Professional

AMERICAN SENIOR BENEFITS LLC; Chapel Hill (NC); On-site; USD 79,999 - 125,000; Full time

Job summary

AMERICAN SENIOR BENEFITS LLC is seeking a Financial Services Professional to build lasting client relationships and guide families through financial decisions. This role offers access to over 250 carriers, ensuring the best solutions for clients. Ideal candidates are self-starters with a consultative sales approach and a passion for helping others. Competitive compensation ranges from $79,999 to $125,000 annually, with mentorship and career growth opportunities provided.

Qualifications

• A passion for helping others make informed financial decisions with transparency and integrity.
• Comfort with a consultative sales approach and the ability to simplify complex concepts.
• A proactive mindset with strong follow-up habits.

Responsibilities

• Build long-term client relationships through network and lead programs.
• Match clients with the best-fit products from 250+ carriers.
• Guide clients through critical financial decisions using industry-leading technology.

Skills

Consultative sales approach

Strong follow-up habits

Financial transparency and integrity

Proactive mindset

Job description

Overview

American Senior Benefits – Build It for Yourself, Not by Yourself

At American Senior Benefits (ASB), we’re not just another agency—we’re a team of owners. We combine the best of both worlds: the entrepreneurial freedom of an independent broker with the training, resources, and structure of a national organization.

Why ASB Is Different:

• Access to over 250 carriers—you always have the best solution for your client

• Own your book, your renewals, and your overrides

• National partnerships with organizations like the American Legion, Elks, and AMVETS—we help you find clients, not just chase them

• Flexible onboarding and portable career model—perfect for relocators or career changers

• Award-winning training and mentorship from the top leaders in the field

• Paths to leadership and business ownership within a few years

Responsibilities

What You’ll Do as a Financial Services Professional:

• Build long-term client relationships through your network and company-sponsored lead programs

• Match clients with the best-fit products from our 250+ carriers—you’ll never be limited to a single company’s offerings

• Guide individuals and families through critical financial decisions using industry-leading technology

• Learn, grow, and pursue career paths in leadership, wealth strategy, retirement income planning, and business development

Qualifications

What Sets You Up for Success Here:

• A passion for helping others make informed financial decisions with transparency and integrity

• Comfort with a consultative sales approach and the ability to simplify complex concepts

• A proactive mindset with strong follow-up habits—self-starters thrive here

• Willingness to learn and grow with support from experienced mentors and national trainers

Let’s Talk If You:

• Want a mission-driven career helping people protect what matters

• Are coachable and driven

• Are looking for more than just a paycheck—you want a career with impact and ownership

• Reside in the state where you are applying

Apply now to discover what it means to work for yourself—not by yourself—with American Senior Benefits.

Compensation

USD $79,999.00 - USD $125,000.00 /Yr.