IA-Council Bluffs Comprehensive Retirement Planning Specialist
Not Disclosed•ContractorOn-site
location_on580, 1st Avenue, Council Bluffs, Kane Township, Pottawattamie County, Iowa, 51503, United States
About the Role
You will provide guidance, support, and education to individuals facing retirement, helping them safeguard their future. Backed by American Senior Benefits and The Integrity Marketing Group, you will receive comprehensive training and support as you build a career using holistic planning solutions for life, health, and wealth.
In this role, you will meet with clients to understand their concerns and plans, explaining the types of benefits, coverage, and investments available to them. You will educate clients on solutions, options, and potential risks, recommending tailored solutions from a portfolio of over 200 options organized in proprietary software. Your work involves maintaining detailed records for client safety and collaborating with a team of back-office support to ensure seamless service.
Hiring Process
Compensation plans for this position are highly customizable and may be discussed directly with the agency owner.
Work location
Work model: On-site
580, 1st Avenue, Council Bluffs, Kane Township, Pottawattamie County, Iowa, 51503, United States
Council Bluffs, Iowa
Key Responsibilities
- check_circleMeet with clients to determine their concerns and plans
- check_circleExplain benefits, coverage, and investment options to potential clients
- check_circleRecommend solutions from a portfolio of over 200 options
- check_circleMaintain detailed client records in proprietary software
- check_circleEducate clients about solutions, options, and potential risks
- check_circleMaintain client relationships and adjust coverages for life changes
Requirements
- verifiedHigh School Diploma or GED
Benefits & Perks
check_circleTraining and support to use proprietary systems for client guidance
Similar Job Opportunities
Skills, education and keywords
Education: Minimum education is a High School Diploma or GED.
Frequently asked questions about IA-Council Bluffs Comprehensive Retirement Planning Specialist at American Senior Benefits
What does a IA-Council Bluffs Comprehensive Retirement Planning Specialist at American Senior Benefits do?expand_more
Day-to-day, the IA-Council Bluffs Comprehensive Retirement Planning Specialist at American Senior Benefits will meet with clients to determine their concerns and plans; explain benefits, coverage, and investment options to potential clients; recommend solutions from a portfolio of over 200 options; and maintain detailed client records in proprietary software.
What are the requirements for this IA-Council Bluffs Comprehensive Retirement Planning Specialist role?expand_more
To qualify for the IA-Council Bluffs Comprehensive Retirement Planning Specialist at American Senior Benefits position, applicants should have: High School Diploma or GED.
Where is the IA-Council Bluffs Comprehensive Retirement Planning Specialist role at American Senior Benefits located?expand_more
IA-Council Bluffs Comprehensive Retirement Planning Specialist at American Senior Benefits is based in 580, 1st Avenue, Council Bluffs, Kane Township, Pottawattamie County, Iowa, 51503, United States. This is a on-site role.
Is this IA-Council Bluffs Comprehensive Retirement Planning Specialist job remote, hybrid, or on-site?expand_more
American Senior Benefits has listed this IA-Council Bluffs Comprehensive Retirement Planning Specialist role as on-site.
How much experience is required for this IA-Council Bluffs Comprehensive Retirement Planning Specialist role?expand_more
Candidates for IA-Council Bluffs Comprehensive Retirement Planning Specialist at American Senior Benefits should have mid level.
What education is required for IA-Council Bluffs Comprehensive Retirement Planning Specialist at American Senior Benefits?expand_more
Educational requirements for this role: Minimum education is a High School Diploma or GED.
What category does the IA-Council Bluffs Comprehensive Retirement Planning Specialist role belong to?expand_more
IA-Council Bluffs Comprehensive Retirement Planning Specialist at American Senior Benefits is part of the customer services job category on Recrutus.
About American Senior Benefits
American Senior Benefits operates within the insurance sector, headquartered in Olathe, Kansas. The firm specializes in providing insurance solutions tailored specifically for senior citizens and other individuals requiring coverage. As an independent entity, the organization prioritizes customer autonomy, ensuring that clients retain full control over their choices without external corporate pressures.
The company focuses on assisting individuals in navigating complex life decisions regarding insurance coverage. Their approach emphasizes finding appropriate solutions that align with client needs while maintaining affordability. Each interaction is handled with precision and personal attention, recognizing the significance of these financial decisions for the people they serve.
By facilitating informed choices, American Senior Benefits aims to strengthen both the confidence of its clients and the stability of its own operations. The business model relies on direct service delivery, ensuring that every customer receives dedicated support throughout the selection process. This commitment to personalized service defines their operational philosophy in the local and broader insurance market.
Browse more roles: All American Senior Benefits jobs, customer services jobs on Recrutus.