OH-Dayton Retirement Planner

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

Overview

About American Senior Benefits ASB is a premier leader in the insurance industry, specializing in providing clients with tailor-made retirement solutions. We are a subsidiary of Integrity Marketing Group, a powerhouse in the industry that serves over 12 million clients and supports over 500,000 agents and brokers nationwide. At ASB, we pride ourselves on delivering unparalleled service, and our team members are central to that commitment. If you have a passion for helping individuals navigate the intricacies of retirement planning and wish to be a part of an esteemed organization, we want to hear from you.

Responsibilities

• Client Consultation: Engage with clients to understand their retirement goals, needs, and concerns, ensuring a thorough understanding of their financial landscape.
• Medicare Planning: Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each client.
• Insurance Assessment: Evaluate client needs against available insurance products (excluding specific financial products) to determine the best fit. This includes but is not limited to life, health, and long-term care insurance.
• Scope of Appointment Compliance: Ensure all necessary paperwork, including the Scope of Appointment form, is completed 48 hours prior to Medicare appointments, adhering to Medicare's rules and regulations.
• Application Process: Handle all aspects of the insurance application process, from initial completion to final submission.
• Continuous Learning: Stay updated with the latest industry regulations, product offerings, and best practices to provide the most accurate and up-to-date advice to clients.
• Record Keeping: Maintain meticulous records of client interactions, recommendations, and implemented strategies.
• Client Relationship Management: Foster and maintain strong relationships with clients, ensuring they feel valued and understood, and address any concerns or questions promptly.
• Team Collaboration: Work closely with the internal team, and National support teams.

Qualifications

• Requirements:
• 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.

Compensation

USD $60,000.00 - USD $100,000.00 /Yr.