A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
NE-Omaha Retirement Planning Advisor - Financial Services Career
AMERICAN SENIOR BENEFITS LLC
Omaha, NE Job Details Full-time $79,999 - $125,000 a year 5 hours ago Benefits Opportunities for advancement Qualifications Customer communication Confidential information handling Customer relationship building Professional ethics High school diploma or GED Driver's License Community relationship building
Full Job Description Overview:
More Americans are turning 65 than ever before—and they are redefining what retirement can look like. For today's retirees, the questions extend far beyond choosing a Medicare plan. Will their income last? How will they manage rising healthcare costs? Can they protect their savings from unexpected expenses? What will they leave behind for the people they love? American Senior Benefits is expanding its Omaha, Nebraska team and seeking professionals who want to help clients answer those questions with greater confidence. Whether you are an experienced financial advisor, insurance professional or someone ready to begin a career in financial services, this opportunity offers a powerful combination: a growing retirement demographic, access to solutions from multiple respected carriers and the training and support to build a meaningful, independent career. Why This Market—and Why Now? Every day, approximately 10,000 Americans reach traditional retirement age. This generation is living longer, staying active and defining retirement on its own terms—but longer lives also require more thoughtful planning. American Senior Benefits specializes in serving this rapidly growing market. Our advisors help individuals and families understand solutions related to: Medicare and healthcare planning Life insurance and legacy protection Annuities and retirement income Long-term and short-term care Supplemental health coverage Asset and income protection strategies Rather than representing only one insurance company, our advisors have access to products from many highly rated carriers. This allows you to begin with the client's needs and help identify solutions appropriate for their circumstances.
Responsibilities:
What You Will Be Doing As a Retirement Planning Advisor in Omaha, you will: Meet personally with individuals, couples and families approaching or living in retirement Conduct thoughtful conversations about healthcare, income, protection and legacy goals Review clients' current insurance coverage and identify possible gaps Explain Medicare, annuity, life insurance and long-term care options clearly Help clients compare available solutions from multiple insurance carriers Assist with applications, enrollments and benefits delivery Develop lasting client relationships through consistent follow-up and service Build your practice through company-supported opportunities, referrals, educational outreach and community relationships Participate in ongoing product education, sales training and professional coaching Maintain accurate records and conduct business according to all ethical, company and regulatory standards This is not transactional selling. It is relationship-centered work built around education, trust and helping people prepare for one of life's most important transitions. Connected to the Communities We Serve American Senior Benefits' relationships with respected organizations—including the American Legion, AMVETS, the Fraternal Order of Eagles and the Benevolent and Protective Order of Elks —help distinguish us within the communities we serve. These relationships reflect a shared commitment to service, education and protecting the futures of American families. As an advisor, you will have opportunities to become visible and involved in the Omaha community while building relationships with people who value knowledgeable, local guidance. An Opportunity for Experienced Financial Professionals If you are already working in financial services, insurance, banking, real estate or retirement planning, American Senior Benefits can provide an opportunity to: Expand into the growing senior and retirement market Add Medicare and insurance-based retirement solutions to your expertise Access products from multiple respected carriers Receive strong back-office and application support Develop an additional source of clients and referrals Build recurring relationships instead of relying solely on one-time transactions Pursue leadership, mentoring and agency-development opportunities A Place to Begin Your Financial Services Career You do not need previous financial services or insurance experience to apply. We welcome motivated career changers from education, healthcare, sales, customer service, hospitality, recruiting, management, military service and other relationship-driven fields. You will receive training designed to help you understand the products, regulations, client conversations and systems required to begin building your practice. What We Offer Comprehensive insurance and retirement-solutions training Personal coaching and experienced local leadership Access to a broad portfolio of nationally recognized carriers Marketing, technology and back-office support Flexible scheduling as your practice becomes established Opportunities for advancement into leadership and management An energetic, collaborative Omaha office Uncapped, commission-based earning potential The independence to build a business with professional support behind you
Qualifications:
What's Required to Begin High school diploma or equivalent Legal authorization to work in the United States Valid driver's license and reliable transportation Ability to meet clients in person throughout Omaha and nearby communities Ability to obtain a Nebraska health and life insurance license Strong communication, listening and relationship-building skills Professionalism, integrity and respect for confidential information Willingness to learn complex subjects and explain them simply Motivation to build relationships and develop new business Financial readiness to begin a 1099, commission-based career An active insurance license is helpful but not required to apply. Qualified candidates will receive information about the licensing process. Help Define What Retirement Looks Like A new generation is entering retirement with new expectations—and an enormous need for trustworthy guidance.
