Comprehensive Retirement Planning Specialist

American Senior Benefits – Comprehensive Retirement Planning Specialist

Location: Dayton, OH
 Position Type: Full-Time

About Us

American Senior Benefits of Indiana provides personalized insurance and financial solutions that help seniors plan for a secure and confident future. We selectively partner with over 150 highly rated carriers, offering a best-in-class product portfolio that addresses virtually every client’s life, health, and financial needs. Backed by Integrity Marketing Group, we combine the strength of a national network with a community-focused approach—putting people back into the people business.

Position Overview

As a Comprehensive Retirement Planning Specialist, you will provide education, guidance, and support to individuals and families preparing for retirement. You will be trained to use proprietary systems to help clients safeguard their financial future through holistic planning solutions for life, health, and wealth. This is a commission-based position that offers a structured pathway toward becoming a licensed and trusted professional within the insurance and financial planning industry.

Key Responsibilities

• Meet with clients to assess their goals, concerns, and retirement needs.
• Explain various benefits, coverage, and investment options clearly and confidently.
• Educate clients on potential risks and recommend tailored solutions using a portfolio of 200+ products.
• Maintain detailed and compliant client records using our proprietary software system.
• Develop long-term relationships with clients, reviewing and updating their plans as life changes occur.
• Collaborate closely with back-office support and management teams to ensure seamless service delivery.
• Participate in ongoing professional development and training sessions provided by American Senior Benefits and Integrity Marketing Group.
• Engage in community outreach and recruitment initiatives to expand awareness of our mission and services.
   

Qualifications

• High School Diploma or GED required; Bachelor’s degree in Business, Finance, Marketing, or related field preferred.
• Excellent communication and interpersonal skills with the ability to build trust and rapport quickly.
• Strong listening and problem-solving skills; empathetic and client-centered approach.
• Self-motivated, organized, and eager to learn within a supportive team environment.
• Must obtain or currently hold an Ohio Life and Health Insurance License (training and pre-licensing support provided).
• Background check required for state licensing.

Training & Development

New specialists receive comprehensive training in:

• Holistic financial and retirement planning
• Life and health insurance fundamentals
• Client relationship management and compliance standards
• Marketing and outreach strategies
• Proprietary software systems for plan customization
   

Compensation & Benefits

• Highly customizable and performance-based compensation plans
• Licensing and certification support
• Opportunities for professional growth and advancement within the company
• Mentorship from experienced industry professionals
• Supportive, team-oriented office culture
   

Join Our Team

If you are passionate about helping others secure their financial future and want to grow in a rewarding career field, American Senior Benefits of Indiana offers the tools, training, and support you need to succeed.