Retirement planning specialist

Job Title:

Retirement Planning Specialist Company Description

American Senior Benefits is dedicated to supporting individuals, especially seniors, in making informed insurance decisions. As an independent organization, we prioritize the needs of our customers above all else, offering tailored solutions at affordable prices. We work diligently to provide personal and precise guidance, strengthening both our clients’ confidence and our organization’s mission by working with over 200 different carriers to offer the most inexpensive solutions.

This full‑time hybrid role based in Dayton, OH provides expert retirement planning advice, analyzes clients’ financial situations, creates tailored financial plans, and delivers exceptional customer service. The selected candidate will conduct consultations, identify suitable insurance and investment options, and cultivate long‑term relationships with clients by addressing their needs and goals.

• Provide retirement planning advice and financial analysis.
• Develop tailored financial plans for clients.
• Conduct client consultations and identify suitable insurance and investment options.
• Deliver exceptional customer service and build long‑term relationships with clients.

• Strong analytical and financial skills to evaluate financial needs and propose solutions.
• Exceptional planning abilities and attention to detail for developing retirement strategies.
• Excellent communication skills to explain complex concepts to clients.
• Proficiency in customer service to ensure a positive client experience.
• Background in finance or a related field preferred.
• Bachelor’s degree in Finance, Business Administration, or related discipline a plus.
• Experience with insurance or retirement planning advantageous.
• Self‑motivated, organized, and able to work collaboratively in a hybrid environment.

Entry level

Full‑time

Management and Manufacturing

Insurance

Location:

Dayton, OH