Retirement Planning Specialist — Holistic Life & Wealth

American Senior Benefits; Dayton (OH); On-site; USD 40,000 - 100,000; Full time

Job summary

American Senior Benefits in Dayton, Ohio is looking for motivated individuals to provide guidance and support to clients facing retirement. The role includes meeting clients to discuss their concerns, recommending appropriate solutions from a comprehensive portfolio, and educating clients about their options.

This position values empathy and communication skills while offering a customizable compensation plan ranging from $40,000 to $100,000 per year. Ideal candidates will possess a High School Diploma or GED.

Qualifications

• Teachable spirit and thirst to learn.
• Ability to quickly establish rapport and build connections.
• Strong empathy and listening skills.

Responsibilities

• Meet with clients to determine their concerns and plans.
• Explain types of benefits, coverage, and investments available.
• Educate clients on options and potential risks.
• Recommend solutions from a portfolio of options.
• Maintain client relationships and records.

Skills

Empathy and listening skills

Communication skills

Rapport-building ability

Willingness to learn

Education

High School Diploma or GED

Job description

American Senior Benefits in Dayton, Ohio is looking for motivated individuals to provide guidance and support to clients facing retirement. The role includes meeting clients to discuss their concerns, recommending appropriate solutions from a comprehensive portfolio, and educating clients about their options.

This position values empathy and communication skills while offering a customizable compensation plan ranging from $40,000 to $100,000 per year. Ideal candidates will possess a High School Diploma or GED.