Insurance Retirement Specialist
About the job
- 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.
- Conduct comprehensive meetings with clients to understand their financial goals and retirement aspirations.
- Perform thorough needs analyses to assess clients' current financial situations and future retirement needs.
- Recommend and explain appropriate insurance and retirement products tailored to clients' individual circumstances using automated systems and back-office support.
- Ensure seamless implementation of recommended solutions and provide ongoing support and service to clients.
- Stay updated on industry trends, regulations, and best practices to provide informed advice to clients.
- Adhere to a structured approach and utilize a proven playbook to deliver consistent and effective client outcomes.
- Certified Financial Planner (CFP) or Retirement Income Certified Professional (RICP) certification.
About the company
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
N/A
Total Funding
N/A
Headquarters
Olathe, Kansas
Founded
2005
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Simplify's Take
What believers are saying
- Legacyasb posted 1,800 agents and 165 locations in July 2026, showing operating breadth.
- Job listings in June and September 2026 show ongoing hiring in Overland Park and Omaha.
- Social Security COLA rises 2.8% in 2026, supporting senior insurance and retirement sales conversations.
What critics are saying
- Bankers Life sued ASB in 2022 over trade secrets, Protocol breaches, and solicitation.
- Winters v. American Senior Benefits alleges TCPA spam calls, exposing damages and compliance scrutiny.
- Integrity owns ASB; any Integrity restructuring or portfolio shift could permanently compress ASB autonomy.
What makes American Senior Benefits unique
- Integrity acquired American Senior Benefits on July 16, 2019, adding distribution scale.
- Legacyasb says it runs 1,800 affiliated agents across over 165 locations.
- The business targets Medicare, life insurance, and retirement planning for seniors.
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Benefits
Hybrid Work Options
Company News
American Senior Benefits will move its Wichita office later this year to the building at 1841 N. Rock Road, which counts Riedl First Securities Company of Kansas among its tenants.