Retirement Planning Advisor - Build Lasting Relationships

AMERICAN SENIOR BENEFITS LLC; Omaha (NE); On-site; USD 80,000 - 125,000; Full time

Benefits offered by this job

Back-office support

Commission-based earning potential

Flexible scheduling

Marketing support

Job summary

American Senior Benefits is expanding its Omaha team to help clients navigate retirement planning, Medicare, and insurance solutions. This role focuses on relationships, education, and comprehensive financial guidance for individuals and families approaching or living in retirement.

Ideal candidates include experienced financial professionals or those starting a career in financial services, with access to products from multiple carriers and strong back-office support.

Qualifications

• High school diploma or equivalent.
• Legal authorization to work in the United States.
• Valid driver’s license and reliable transportation.
• Ability to meet clients in person throughout Omaha and nearby communities.
• Ability to obtain a Nebraska health and life insurance license.
• Strong communication, listening and relationship-building skills.
• Professionalism, integrity and respect for confidential information.
• Willingness to learn complex subjects and explain them simply.
• Motivation to build relationships and develop new business.
• Financial readiness to begin a 1099, commission-based career.

Responsibilities

• Meet personally with individuals, couples and families approaching or living in retirement.
• Conduct thoughtful conversations about healthcare, income, protection and legacy goals.
• Review clients’ current insurance coverage and identify possible gaps.
• Explain Medicare, annuity, life insurance and long-term care options clearly.
• Help clients compare available solutions from multiple insurance carriers.
• Assist with applications, enrollments and benefits delivery.
• Develop lasting client relationships through consistent follow-up and service.
• Build your practice through company-supported opportunities, referrals, educational outreach and community relationships.
• Participate in ongoing product education, sales training and professional coaching.
• Maintain accurate records and conduct business according to all ethical, company and regulatory standards.

Skills

Relationship-building

Communication skills

Sales oriented

Interpersonal skills

Education

High school diploma or equivalent

Job description

American Senior Benefits is expanding its Omaha team to help clients navigate retirement planning, Medicare, and insurance solutions. This role focuses on relationships, education, and comprehensive financial guidance for individuals and families approaching or living in retirement.

Ideal candidates include experienced financial professionals or those starting a career in financial services, with access to products from multiple carriers and strong back-office support.