NE-Omaha Retirement Planning Advisor – Financial Services Career
About The Position
American Senior Benefits is expanding its Omaha, Nebraska team and seeking professionals who want to help clients answer questions about retirement with greater confidence. This opportunity offers a growing retirement demographic, access to solutions from multiple respected carriers, and the training and support to build a meaningful, independent career. The market is growing rapidly as approximately 10,000 Americans reach traditional retirement age daily. This generation is living longer and defining retirement on its own terms, requiring more thoughtful planning. American Senior Benefits specializes in serving this market, with advisors helping individuals and families understand solutions related to Medicare and healthcare planning, life insurance and legacy protection, annuities and retirement income, long-term and short-term care, supplemental health coverage, and asset and income protection strategies. Advisors have access to products from many highly rated carriers, allowing them to focus on client needs and identify appropriate solutions.
Requirements
- High school diploma or equivalent
- Legal authorization to work in the United States
- Valid driver’s license and reliable transportation
- Ability to meet clients in person throughout Omaha and nearby communities
- Ability to obtain a Nebraska health and life insurance license
- Strong communication, listening and relationship-building skills
- Professionalism, integrity and respect for confidential information
- Willingness to learn complex subjects and explain them simply
- Motivation to build relationships and develop new business
- Financial readiness to begin a 1099, commission-based career
Nice To Haves
- Experienced financial advisor
- Insurance professional
- An experienced financial professional already working in financial services, insurance, banking, real estate or retirement planning
- An active insurance license is helpful but not required to apply.
Responsibilities
- Meet personally with individuals, couples and families approaching or living in retirement
- Conduct thoughtful conversations about healthcare, income, protection and legacy goals
- Review clients’ current insurance coverage and identify possible gaps
- Explain Medicare, annuity, life insurance and long-term care options clearly
- Help clients compare available solutions from multiple insurance carriers
- Assist with applications, enrollments and benefits delivery
- Develop lasting client relationships through consistent follow-up and service
- Build your practice through company-supported opportunities, referrals, educational outreach and community relationships
- Participate in ongoing product education, sales training and professional coaching
- Maintain accurate records and conduct business according to all ethical, company and regulatory standards
Benefits
- Comprehensive insurance and retirement-solutions training
- Personal coaching and experienced local leadership
- Access to a broad portfolio of nationally recognized carriers
- Marketing, technology and back-office support
- Flexible scheduling as your practice becomes established
- Opportunities for advancement into leadership and management
- An energetic, collaborative Omaha office
- Uncapped, commission-based earning potential
- The independence to build a business with professional support behind you
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
