AZ-Gilbert Retirement Planner
Company: American Senior Benefits
Location: Gilbert
Posted on: September 19, 2023
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Job Description:
Overview**About American Senior Benefits and Key Retirement
Services:** --ASB is a premier leader in the insurance industry,
specializing in providing clients with tailor-made retirement
solutions. We are a subsidiary of Integrity Marketing Group, a
powerhouse in the industry that serves over 12 million clients and
supports over 500,000 agents and brokers nationwide. At ASB, we
pride ourselves on delivering unparalleled service, and our team
members are central to that commitment. If you have a passion for
helping individuals navigate the intricacies of retirement planning
and wish to be a part of an esteemed organization, we want to hear
from you.--Responsibilities**Client Consultation:** Engage with
clients to understand their retirement goals, needs, and concerns,
ensuring a thorough understanding of their financial
landscape.--**Medicare Planning:** Assist clients in understanding
Medicare options and benefits. Compare Medicare drug plans
annually, utilizing professional software to ensure optimal plan
selection for each client.**Insurance Assessment:** Evaluate client
needs against available insurance products (excluding specific
financial products) to determine the best fit. This includes but is
not limited to life, health, and long-term care insurance.--
**Scope of Appointment Compliance:** Ensure all necessary
paperwork, including the Scope of Appointment form, is completed 48
hours prior to Medicare appointments, adhering to Medicare's rules
and regulations.**Application Process:** Handle all aspects of the
insurance application process, from initial completion to final
submission.--**Continuous Learning:** Stay updated with the latest
industry regulations, product offerings, and best practices to
provide the most accurate and up-to-date advice to
clients.--**Record Keeping:** Maintain meticulous records of client
interactions, recommendations, and implemented strategies.**Client
Relationship Management:** Foster and maintain strong relationships
with clients, ensuring they feel valued and understood, and address
any concerns or questions promptly.--**Team Collaboration:** Work
closely with the internal team, and National support
teams.Qualifications**Requirements:**- Proven experience in
retirement planning or a related field. - Strong understanding of
Medicare and its associated products.- Exceptional interpersonal
and communication skills.- Ability to analyze complex data and
translate it into actionable strategies.- Proficient in using
professional software for comparing Medicare plans.- Strong
commitment to ethical practices and compliance with industry
regulations.- Ability to work independently and as part of a
team.#CBCompensationUSD $60,000.00 - USD $100,000.00 /Yr.
Keywords: American Senior Benefits, Gilbert , AZ-Gilbert Retirement Planner, Other , Gilbert, Arizona
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