American Senior Benefits · 5 months ago
WI-Plymouth Financial Services Professional
Plymouth, WI
Full-time
Onsite
New Grad, Entry Level
$80K/yr - $125K/yrAmerican Senior Benefits is a unique agency that offers the entrepreneurial freedom of an independent broker combined with the support of a national organization. As a Financial Services Professional, you will build long-term client relationships and guide individuals through critical financial decisions using industry-leading technology.
FinanceFinancial ServicesInsuranceRetirement
Responsibilities
Build long-term client relationships through your network and company-sponsored lead programs
Match clients with the best-fit products from our 250+ carriers—you’ll never be limited to a single company’s offerings
Guide individuals and families through critical financial decisions using industry-leading technology
Learn, grow, and pursue career paths in leadership, wealth strategy, retirement income planning, and business development
Qualification
Required
A passion for helping others make informed financial decisions with transparency and integrity
Comfort with a consultative sales approach and the ability to simplify complex concepts
A proactive mindset with strong follow-up habits—self-starters thrive here
Willingness to learn and grow with support from experienced mentors and national trainers
Reside in the state where you are applying
Preferred
Want a mission-driven career helping people protect what matters
Are coachable and driven
Are looking for more than just a paycheck—you want a career with impact and ownership
Company
American Senior Benefits
American Senior Benefits is an insurance company that provides life insurance and home insurance services.
Founded in 2005
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
J
Jim Sweeney
Managing Partner
Company data provided by crunchbase