JOB DETAILS

IA-Council Bluffs Comprehensive Retirement Planning Specialist

CompanyAMERICAN SENIOR BENEFITS LLC
LocationCouncil Bluffs
Work ModeOn Site
PostedApril 26, 2026
About The Company
At American Senior Benefits we are dedicated to serving those in need of insurance, especially seniors. We are proudly independent, answering only to our customers. The choices our customers make are key life decisions and we work every day to help them find the right solutions at affordable prices. What we do is important, personal and precise. Every time we help a customer make a decision that’s right for them, it makes them – and our organization – stronger.
About the Role

Overview

Provide guidance, support and education to folks facing retirement. You will be trained to use proprietary systems to guide clients in safeguarding their future. Backed by American Senior Benefits and The Integrity Marketing Group, you will receive training and support as you build a career and use holistic planning and solutions for life, health and wealth.

Responsibilities

 

  • Meet with clients to determine their concerns and plans.
  • Explain to potential clients the types of benefits, coverage, and investments available to them.
  • Educate clients and answer questions about solutions, options and potential risks.
  • Recommend solutions from a portfolio of over 200 options organized in propriatary software.
  • Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
  • Work well with a team of back office support.
  • Maintain detailed records for client safety in our software.

Qualifications

  • A teachable spirit, and thirst to learn.
  • The ability to quickly establish rapport and build connections.
  • Strong empathy and listening skills.
  • Above average communication skills.
  • Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
  • Minimum education is a High School Diploma or GED

Our compensation plans are highly customizable and may be discussed directly with the agency owner.

Compensation

USD $40,000.00 - USD $100,000.00 /Yr.
Key Skills
Retirement planningClient relationsFinancial educationCommunicationEmpathyActive listeningSalesRecord keepingRisk assessmentInvestment guidance
Categories
SalesFinance & AccountingCustomer Service & Support
Job Information
📋Core Responsibilities
The specialist will provide retirement planning education and support to clients while recommending appropriate life, health, and wealth solutions. They are responsible for maintaining client relationships, managing detailed records, and collaborating with back-office support teams.
📋Job Type
full time
💰Salary Range
$40,000 - $100,000
📊Experience Level
0-2
💼Company Size
1027
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
Apply Now →

You'll be redirected to
the company's application page