NE-Omaha Retirement Planning Advisor – Financial Services Career

About the role

Every day, approximately 10,000 Americans reach traditional retirement age. This generation is living longer, staying active and defining retirement on its own terms—but longer lives also require more thoughtful planning. American Senior Benefits specializes in serving this rapidly growing market.

Responsibilities

• Meet personally with individuals, couples and families approaching or living in retirement
• Conduct thoughtful conversations about healthcare, income, protection and legacy goals
• Review clients’ current insurance coverage and identify possible gaps
• Explain Medicare, annuity, life insurance and long-term care options clearly
• Help clients compare available solutions from multiple insurance carriers
• Aid with applications, enrollments and benefits delivery
• Develop lasting client relationships through consistent follow-up and service
• Participate in ongoing product education, sales training and professional coaching
• Maintain accurate records and conduct business according to all ethical, company and regulatory standards

Requirements

• High school diploma or equivalent
• Legal authorization to work in the United States
• Valid driver’s license and reliable transportation
• Ability to meet clients in person throughout Omaha and nearby communities
• Ability to obtain a Nebraska health and life insurance license
• Strong communication, listening and relationship-building skills
• Professionalism, integrity and respect for confidential information
• Willingness to learn complex subjects and explain them simply
• Motivation to build relationships and develop new business
• Financial readiness to begin a 1099, commission-based career

Qualifications

To begin, high school diploma or equivalent, legal authorization to work in the United States, valid driver’s license and reliable transportation, ability to meet clients in person throughout Omaha and nearby communities, ability to obtain a Nebraska health and life insurance license, strong communication, listening and relationship-building skills, professionalism, integrity and respect for confidential information, willingness to learn complex subjects and explain them simply, motivation to build relationships and develop new business, and financial readiness to begin a 1099, commission-based career are required.

Skills

• Strong communication and relationship-building skills
• Knowledge of Medicare, annuities, life insurance, and long-term care options
• Ability to educate clients on retirement planning and insurance solutions
• Proficiency in using company-provided tools and resources

Benefits

• Comprehensive insurance and retirement-solutions training
• Personal coaching and experienced local leadership
• Access to a broad portfolio of nationally recognized carriers
• Marketing, technology and back-office support
• Flexible scheduling as your practice becomes established
• Opportunities for advancement into leadership and management
• An energetic, collaborative Omaha office
• Uncapped, commission-based earning potential

Pay

USD $79,999.00 - USD $125,000.00 /Yr.