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IA-Council Bluffs Comprehensive Retirement Planning Specialist

Date Posted: Jul 08, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Council Bluffs, Iowa, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
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    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Oct 06, 2026

Job Description

Overview

Job Title 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 proprietary 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.Minimum education is a High School Diploma or GEDOur 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 responsibilities

Not specified in the original listing.

Required skills

  • Banking & Financial Services

What the company offers

Not specified in the original listing.

Skills Required

Company Overview

New Orleans, Louisiana, United States of America

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