Retirement Insurance Advisor: Unlimited Commission

American Senior Benefits; Town of Waterloo (WI); On-site; USD 50,999 - 69,999; Full time

Benefits offered by this job

Unlimited compensation structure

Generous commission structure

Access to 220 top-rated carriers

Job summary

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.

Responsibilities

• 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.

Skills

Financial services experience

Interpersonal skills

Communication skills

Detail-oriented

Education

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

Job description

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.