What are the responsibilities and job description for the Retirement planning specialist position at American Senior Benefits?
Company Description
American Senior Benefits is committed to serving individuals in need of insurance, especially seniors. As an independent organization, we prioritize our customers’ needs. Our mission is to assist customers in making key life decisions by finding the right solutions at affordable prices. Our work is meaningful, personalized, and precise, ultimately strengthening both our customers and our organization with each successful decision.
Role Description
This is a full-time hybrid role for a Retirement Planning Specialist. The position is based in Muncie, IN. The Retirement Planning Specialist will be responsible for providing expert advice and support on retirement planning, reviewing data to develop retirement plans, and communicating effectively with clients to understand their goals and needs. The role also involves assisting clients in navigating financial decisions, planning for their future, and delivering excellent customer service.
Qualifications
- Strong Communication and Customer Service skills
Willingness to learn and grow
- Proficiency in Planning
- Excellent interpersonal and relationship-building skills
- Ability to work independently and as part of a team
- Experience in the insurance or financial services industry is a plus, but not necessary
