ID-Boise Insurance Retirement Specialist

American Senior Benefits•Boise, ID

22d

About The Position

Join our dynamic team at Legacy , a leader in the insurance industry committed to helping clients achieve their retirement goals with tailored financial solutions. We pride ourselves on our client-centric approach, industry expertise, and supportive team environment. As an Insurance Retirement Specialist at Legacy , you will play a pivotal role in guiding clients through their retirement planning journey. Your responsibilities will include: Meeting with Clients: Conducting comprehensive meetings with clients to understand their financial goals and retirement aspirations. Needs Analysis: Performing thorough needs analyses to assess clients' current financial situations and future retirement needs. Providing and Explaining Solutions: Recommending appropriate insurance and retirement products tailored to clients' individual circumstances using our automated systems and back office support. Rigorous Follow-Up: Ensuring seamless implementation of recommended solutions and providing ongoing support and service to clients. Industry Awareness: Staying updated on industry trends, regulations, and best practices to provide informed advice to clients. Following a Proven Playbook: Adhering to a structured approach and utilizing a proven playbook to deliver consistent and effective client outcomes. At Legacy , we offer more than a job – we provide a platform for career growth and personal development, a direct path toward owning your career.. You'll have the opportunity to work alongside industry experts, access to cutting-edge resources, and support from a collaborative team dedicated to your success.

Requirements

Proven experience in financial services, particularly in retirement planning or insurance sales.
Strong interpersonal skills with the ability to build rapport and trust with clients.
Excellent communication and presentation skills.
Detail-oriented with a focus on delivering exceptional client service.

Nice To Haves

Relevant certifications (e.g., CFP, RICP) are preferred but not required.

Responsibilities

Meeting with Clients: Conducting comprehensive meetings with clients to understand their financial goals and retirement aspirations.
Needs Analysis: Performing thorough needs analyses to assess clients' current financial situations and future retirement needs.
Providing and Explaining Solutions: Recommending appropriate insurance and retirement products tailored to clients' individual circumstances using our automated systems and back office support.
Rigorous Follow-Up: Ensuring seamless implementation of recommended solutions and providing ongoing support and service to clients.
Industry Awareness: Staying updated on industry trends, regulations, and best practices to provide informed advice to clients.
Following a Proven Playbook: Adhering to a structured approach and utilizing a proven playbook to deliver consistent and effective client outcomes.

Benefits

Unlimited Comp structure with reviews as frequently as twice a year.
Generous commission structure based on performance and sales achievements.
Access to over 220 top-rated carriers to retain and grow your business.
Product training and materials directly from the carriers, in addition to the boots-on-the-ground team.
Ownership of your client list overwrites, and downline overwrites.
National endorsement from the American Legion, the Elks, and the AM Vets Association.

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