
This role serves as a Retirement Planning Specialist within the Council Bluffs office, supporting clients through the retirement planning process under the guidance of American Senior Benefits. The position involves meeting with individuals to assess their financial concerns, explaining available benefits and investment options, and recommending tailored solutions from a diverse portfolio using proprietary software. Key responsibilities include educating clients on potential risks, maintaining detailed records for client safety, and nurturing long-term relationships to accommodate life changes. The opportunity is appealing for its comprehensive training program, emphasis on holistic life and wealth planning, and a supportive team environment that values empathy and continuous learning. The role is based in Council Bluffs with a focus on building a career in financial services.













