OH-Dayton Comprehensive Retirement Planning Specialist
Guidance and Support
You will provide guidance, support, and education to individuals approaching retirement. This includes using proprietary systems to help clients manage their financial futures.
Training and Resources
The role comes with comprehensive training and support from American Senior Benefits and The Integrity Marketing Group. You will have access to a portfolio of over 200 options organized in proprietary software.
Client Interaction
- Meet with clients to understand their concerns and plans
- Explain the types of benefits, coverage, and investments available
- Answer questions about solutions, options, and potential risks
- Recommend appropriate solutions from the available options
Record Keeping and Client Relationships
Maintain detailed records for client safety within the proprietary software. Work closely with a team of back-office support to ensure smooth operations. Regularly assess and adjust client coverages and plans to accommodate life changes.
Qualifications
- A teachable spirit and a desire to learn
- Strong empathy and active listening skills
- Above-average communication abilities
Education and Experience
A High School Diploma or GED is the minimum educational requirement.
Compensation
Compensation is highly customizable and can range from USD $40,000.00 to USD $100,000.00 per year, depending on performance and experience.