TX-Austin Comprehensive Retirement Planning Specialist

AMERICAN SENIOR BENEFITS LLC; Cedar Park (TX); On-site; USD 40,000 - 100,000; Full time

Job summary

AMERICAN SENIOR BENEFITS LLC in Cedar Park, Texas is seeking individuals to provide guidance, support, and education to clients facing retirement. Responsibilities include meeting with clients to discuss their concerns, explaining benefits, and recommending solutions. A High School Diploma or GED is required, along with strong communication and empathy skills. The position offers a highly customizable compensation plan ranging from $40,000 to $100,000 per year.

Qualifications

• Teachable spirit and thirst to learn.
• Strong ability to establish rapport and build connections.
• Above average communication skills.

Responsibilities

• Meet with clients to determine their concerns and plans.
• Explain types of benefits and investments available to clients.
• Educate clients about solutions and potential risks.
• Recommend solutions from a portfolio of options.
• Maintain client relationships and determine necessary changes.
• Work well with back office support.
• Maintain detailed records for client safety.

Skills

Empathy and listening skills

Communication skills

Ability to establish rapport

Education

High School Diploma or GED

Job description

Overview

Provide guidance, support and education to folks facing retirement. You will be trained to use proprietary systems to guide clients in safeguarding their future. Backed by American Senior Benefits and The Integrity Marketing Group, you will receive training and support as you build a career and use holistic planning and solutions for life, health and wealth.

Responsibilities

• Meet with clients to determine their concerns and plans.
• Explain to potential clients the types of benefits, coverage, and investments available to them.
• Educate clients and answer questions about solutions, options and potential risks.
• Recommend solutions from a portfolio of over 200 options organized in proprietary software.
• Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
• Work well with a team of back office support.
• Maintain detailed records for client safety in our software.

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.
• Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
• Minimum education is a High School Diploma or GED

Our compensation plans are highly customizable and may be discussed directly with the agency owner.

Compensation

USD $40,000.00 - USD $100,000.00 /Yr.