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Director Elks Jobs (NOW HIRING)

Sales Manager * 212 Elks Point Road, Suite 260, Zephyr Cove, Nevada, United States, 89448 * Sales ... of direct reports Constructive involvement in daily sales meetings. Collaborate with the Site ...

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Director Elks information

What are the most commonly searched types of Elks jobs? The most popular types of Elks jobs are:
ID-Boise Insurance Retirement Specialist

ID-Boise Insurance Retirement Specialist

AMERICAN SENIOR BENEFITS LLC

Boise, ID

$50K - $69K/yr

Full-time

Re-posted 6 days ago


Job description

Overview

Company Overview: 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.

Responsibilities

A Day In the Life: 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.

Hear From Our Agent Scott Parks

Qualifications

What you bring:

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

What we offer:

  • 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.

Why Join Us: 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.

CompensationUSD $50,999.00 - USD $69,999.00 /Yr.Employment Type: FULL_TIME