MN-Maple Grove Insurance Retirement Specialist

About the role

Join our dynamic team at American Senior Benefits, a leader in the insurance industry committed to helping clients achieve their retirement goals with tailored financial solutions. We pride ourselves on our client-centric approach, industry expertise, and supportive team environment. As an Insurance Retirement Specialist at American Senior Benefits, you will play a pivotal role in guiding clients through their retirement planning journey.

Responsibilities

• Meeting with Clients: Conducting comprehensive meetings with clients to understand their financial goals and retirement aspirations.
• Needs Analysis: Performing thorough needs analyses to assess clients' current financial situations and future retirement needs.
• Providing and Explaining Solutions: Recommending appropriate insurance and retirement products tailored to clients' individual circumstances using our automated