Senior Retirement & Medicare Planner

AMERICAN SENIOR BENEFITS LLC; Maple Grove (MN); On-site; USD 80,000 - 100,000; Full time

Job summary

AMERICAN SENIOR BENEFITS LLC in Maple Grove, Minnesota is seeking a motivated professional specializing in insurance consultation and retirement solutions. The role involves client engagement, Medicare planning, insurance assessment, and record-keeping. Candidates should have proven experience in retirement planning, understand Medicare, and possess strong communication skills. Compensation is competitive, with an annual salary ranging from $80,000 to $100,000. Interested applicants who are committed to helping clients navigate retirement are encouraged to apply.

Qualifications

• Proven experience in retirement planning or a related field.
• Strong understanding of Medicare and its associated products.
• Exceptional interpersonal and communication skills.
• Ability to analyze complex data and translate it into actionable strategies.
• Proficient in using professional software for comparing Medicare plans.
• Strong commitment to ethical practices and compliance with industry regulations.
• Ability to work independently and as part of a team.

Responsibilities

• Engage with clients to understand their retirement goals.
• Assist clients in understanding Medicare options and benefits.
• Evaluate client needs against available insurance products.
• Ensure all necessary paperwork for Medicare appointments is completed.
• Handle all aspects of the insurance application process.
• Stay updated with the latest industry regulations.
• Maintain meticulous records of client interactions.
• Foster and maintain strong relationships with clients.
• Work closely with the internal team and support teams.

Skills

Retirement planning experience

Understanding of Medicare

Interpersonal skills

Data analysis

Software proficiency for Medicare plans

Commitment to ethical practices

Team collaboration

Job description

AMERICAN SENIOR BENEFITS LLC in Maple Grove, Minnesota is seeking a motivated professional specializing in insurance consultation and retirement solutions. The role involves client engagement, Medicare planning, insurance assessment, and record-keeping. Candidates should have proven experience in retirement planning, understand Medicare, and possess strong communication skills. Compensation is competitive, with an annual salary ranging from $80,000 to $100,000. Interested applicants who are committed to helping clients navigate retirement are encouraged to apply.