IA-Council Bluffs Comprehensive Retirement Planning Specialist
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Before you apply
Salary$40k – $100k
LocationIA-Council Bluffs, IA, US
Typefull-time
SeniorityEntry
DepartmentSales
Company size1,001–5,000 people
PostedApr 26, 2024 · 2y ago
Verified live20h ago
May no longer be actively hiring
Posted by the company on Apr 26, 202493% of this company's open roles have been listed for 90+ days
At a glanceSummarised by Seekless from the posting.
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
Minimum education is a High School Diploma or GED
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
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Meet with clients to determine their concerns and plans.
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Explain to potential clients the types of benefits, coverage, and investments available to them.
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Educate clients and answer questions about solutions, options and potential risks.
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Recommend solutions from a portfolio of over 200 options organized in propriatary software.
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Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
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Work well with a team of back office support.
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Maintain detailed records for client safety in our software.
Qualifications
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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.