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Hybrid Retirement Planner - Build Custom Plans in Dayton

Job in Troy, Miami County, Ohio, 45373, USA
Listing for: American Senior Benefits
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A senior-focused insurance organization based in Ohio is seeking a Retirement Planning Specialist. This full-time hybrid role involves providing expert retirement planning advice and conducting client financial analyses. Responsibilities include developing tailored financial plans and delivering exceptional customer service. Candidates should possess strong analytical, communication, and customer service skills, along with a relevant bachelor's degree. The position offers a unique opportunity to work with over 200 insurance carriers and prioritize client needs.
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