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American Senior Benefits

Independent insurance advisor for seniors

Licensed Series Fiduciary Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeTacoma, WA, USA$100k - $200k /yrIn-person

About the Job

Requirements

  • Licensed Series 65 fiduciary advisor.
  • Must be relationship-driven, ethical, and passionate about helping seniors secure their retirement.
  • Must be self-motivated and have sales or financial services experience, such as insurance, annuities, or retirement planning.
  • Must be comfortable working independently in the field while collaborating with a team.

Responsibilities

  • Build trusted relationships with clients aged 55 and older, guiding them through investment strategies, annuities, retirement income planning, and asset protection.
  • Educate and empower clients through one-on-one consultations and workshops.
  • Manage a personal book of business by prospecting with company-provided tools and nurturing loyal, referral-based clientele.
  • Develop teams with the opportunity to grow into a leadership or mentor role.

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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