Retirement Planning Advisor - Holistic Life & Wealth

AMERICAN SENIOR BENEFITS LLC; Dayton (OH); On-site; USD 40,000 - 100,000; Full time

Job summary

AMERICAN SENIOR BENEFITS LLC, located in Dayton, Ohio, is seeking individuals to provide guidance, support, and education to clients facing retirement. This role involves meeting clients, explaining benefits and coverage options, and recommending solutions from a proprietary portfolio.

With a focus on holistic planning, candidates will receive comprehensive training and support. A High School Diploma or GED is required. The compensation ranges from $40,000 to $100,000 per year, depending on experience and performance.

Qualifications

• A teachable spirit and thirst to learn.
• The ability to quickly establish rapport and build connections.
• Strong empathy and listening skills.
• Above average communication skills.

Responsibilities

• Meet with clients to determine their concerns and plans.
• Explain types of benefits, coverage, and investments available to clients.
• Educate clients about solutions, options and potential risks.
• Recommend solutions from a portfolio of over 200 options.
• Maintain client relationships and adjust coverages as needed.
• Work well with a team of back office support.
• Maintain detailed records for client safety.

Skills

Empathy

Communication skills

Listening skills

Rapport building

Education

High School Diploma or GED

Job description

AMERICAN SENIOR BENEFITS LLC, located in Dayton, Ohio, is seeking individuals to provide guidance, support, and education to clients facing retirement. This role involves meeting clients, explaining benefits and coverage options, and recommending solutions from a proprietary portfolio.

With a focus on holistic planning, candidates will receive comprehensive training and support. A High School Diploma or GED is required. The compensation ranges from $40,000 to $100,000 per year, depending on experience and performance.