Retirement Insurance Advisor: Unlimited Commission

American Senior Benefits; Town of Waterloo (WI); Sur place; USD 50 999 - 69 999; Plein temps

Avantages offerts par ce poste

Unlimited compensation structure

Generous commission structure

Access to 220 top-rated carriers

Résumé du poste

American Senior Benefits in Town of Waterloo seeks an Insurance Retirement Specialist to help clients navigate their retirement planning. Responsibilities include conducting client meetings, performing needs analyses, and recommending tailored financial solutions. Ideal candidates have proven financial services experience and strong interpersonal skills.

We offer a generous compensation structure and support from a collaborative team. Join us for a fulfilling career in a supportive environment.

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.

Responsabilités

• Conduct comprehensive meetings with clients to understand their financial goals.
• Perform thorough needs analyses to assess clients' current financial situations.
• Recommend appropriate insurance and retirement products tailored to clients.

Connaissances

Financial services experience

Interpersonal skills

Communication skills

Detail-oriented

Formation

Relevant certifications (e.g., CFP, RICP)

Description du poste

American Senior Benefits in Town of Waterloo seeks an Insurance Retirement Specialist to help clients navigate their retirement planning. Responsibilities include conducting client meetings, performing needs analyses, and recommending tailored financial solutions. Ideal candidates have proven financial services experience and strong interpersonal skills.

We offer a generous compensation structure and support from a collaborative team. Join us for a fulfilling career in a supportive environment.