PA-Lower Merion
American Senior Benefits · Ardmore, PA · 4 mo ago
Administrative$70k/yrFull-time
Platform Highlights
- 300+ national carriers
- Holistic solutions for complex households
- Multi-generational planning support
- Ownership of client relationships and renewals
Responsibilities
- Conduct comprehensive financial protection reviews for affluent and professional households
- Design multi-layered strategies using a broad carrier platform
- Collaborate when appropriate with CPAs, estate attorneys, and financial advisors
- Present advanced planning solutions including annuities, life strategies, and retirement income positioning
- Maintain discretion, compliance, and high professional standards
- Cultivate long-term multi-generational client relationships
- Grow and protect a premium book of business
Requirements
- Active Pennsylvania Life & Health license
- Experience working with high-income or professional clientele preferred
- Strong consultative approach and polished communication style
- High personal accountability and professionalism
- Ability to navigate complex conversations with confidence
- Long-term relationship mindset
Qualifications
- Experience in insurance and financial planning
- Knowledge of various insurance products and their applications
- Excellent interpersonal and communication skills
- Ability to build and maintain strong client relationships
Benefits
- Competitive compensation package
- Professional development opportunities
- Flexible work schedule
- Health and wellness programs
Pay
- USD $70,000.00 - USD $100,000.00 /Yr.
Schedule
- Full-time position