Retirement Insurance Advisor

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

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.