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American Senior Benefits

Independent insurance advisor for seniors

Relationship Manager Trainee - Farm and Ranch Clients

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeHillsboro, OR, USA$80k - $125k /yr

About the Job

Requirements

  • The candidate must be self-motivated and coachable.
  • The candidate must have professional communication skills.
  • The candidate should have an interest in finance, retirement planning, or helping others achieve financial goals.
  • An agricultural background is helpful but not required.

Responsibilities

  • Work with established clients to review financial goals and retirement planning needs.
  • Learn the advisory process through hands-on training and mentorship.
  • Conduct appointments with individuals, families, farmers, and ranchers.
  • Build long-term client relationships based on trust and service.
  • Develop expertise in retirement, wealth accumulation, income planning, and asset protection strategies.

Desired Qualifications

  • An agricultural background is helpful but not required.

About the Company

American Senior Benefits

Independent insurance advisor for seniors

What American Senior Benefits does: It helps seniors find and purchase the right insurance options. As an independent advisor, it answers only to customers, not to any single insurer, and works to present choices that fit each person’s needs at affordable prices. How its product works: Advisors assess a customer’s needs, compare available plans from multiple insurers, explain the options in clear terms, and assist with enrollment to ensure the selected plan is in place. How it differs from competitors: The independence from insurer ties means customers receive unbiased comparisons and personalized guidance focused on affordability and suitability, not on steering to a particular product. The goal: to empower seniors to make well-informed insurance decisions that fit their budget and life circumstances, strengthening both the customers and the organization through trustworthy service.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Olathe, KS
Founded
2005

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