OH-Dayton Comprehensive Retirement Planning Specialist

American Senior Benefits; Dayton (OH); On-site; USD 40,000 - 100,000; Full time

Job summary

American Senior Benefits in Dayton, Ohio is looking for motivated individuals to provide guidance and support to clients facing retirement. The role includes meeting clients to discuss their concerns, recommending appropriate solutions from a comprehensive portfolio, and educating clients about their options.

This position values empathy and communication skills while offering a customizable compensation plan ranging from $40,000 to $100,000 per year. Ideal candidates will possess a High School Diploma or GED.

Qualifications

• Teachable spirit and thirst to learn.
• Ability to quickly establish rapport and build connections.
• Strong empathy and listening skills.

Responsibilities

• Meet with clients to determine their concerns and plans.
• Explain types of benefits, coverage, and investments available.
• Educate clients on options and potential risks.
• Recommend solutions from a portfolio of options.
• Maintain client relationships and records.

Skills

Empathy and listening skills

Communication skills

Rapport-building ability

Willingness to learn

Education

High School Diploma or GED

Job description

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

Responsibilities

• Meet with clients to determine their concerns and plans.
• Explain to potential clients the types of benefits, coverage, and investments available to them.
• Educate clients and answer questions about solutions, options and potential risks.
• Recommend solutions from a portfolio of over 200 options organized in proprietary software.
• Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
• Work well with a team of back office support.
• Maintain detailed records for client safety in our software.

Qualifications

• A teachable spirit, and thirst to learn.
• The ability to quickly establish rapport and build connections.
• Strong empathy and listening skills.
• Above average communication skills.
• Minimum education is a High School Diploma or GED.

Compensation

Our compensation plans are highly customizable and may be discussed directly with the agency owner.

USD $40,000.00 - USD $100,000.00 /Yr.