AMERICAN SENIOR BENEFITS LLC
Location
Tennessee | United States
Job description
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.
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.Requirements:
- Proven experience in retirement planning or a related field.#CB
Job tags
Salary