Retirement Benefits Advisor

AMERICAN SENIOR BENEFITS LLC; Allentown (Lehigh County); On-site; USD 42,000 - 101,000; Full time

Job summary

Key Retirement Services, backed by AMERICAN SENIOR BENEFITS, is seeking motivated agents to join our community-minded team. You will interview clients, assess needs, and craft tailored solutions using our toolbox of over 220 top named carriers.

You will educate seniors about available benefits, ensure support and follow-up with claims, and maintain strong client relations as benefits landscape changes. A High School diploma and strong communication are required.

Qualifications

• High School Diploma or GED required.
• Excellent communication skills, verbal and written.
• Proficiency in MS Word and email programs.
• Drive to advocate for your community.

Responsibilities

• Conduct interviews with clients to determine their needs.
• Create custom solutions using our toolbox of over 220 top named carriers.
• Educate the community on benefits available.
• Ensure support and follow up with claims.
• Keep up to date with the changes in benefits available to clients.
• Maintain excellent client relations with exceptional follow up.

Skills

Communication skills

Community advocacy

Education

High School Diploma or GED

Tools

MS Word

Email programs

Job description

Key Retirement Services, backed by AMERICAN SENIOR BENEFITS, is seeking motivated agents to join our community-minded team. You will interview clients, assess needs, and craft tailored solutions using our toolbox of over 220 top named carriers.

You will educate seniors about available benefits, ensure support and follow-up with claims, and maintain strong client relations as benefits landscape changes. A High School diploma and strong communication are required.