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Americanseniorbenefits·1 day ago
1 day ago

WI-Plymouth Financial Services Professional

Plymouth, United States of AmericaMid · 2-5 yearsFinancial Consultant

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Top 10% of NextRaise users matched against Financial Consultant roles in United States.

Must-have skills for this role

  • financial services
  • consultative sales
  • client relationship management
  • lead generation

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What you'll do

  • 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

What they're looking for

  • 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

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

Overview

 

American Senior Benefits – Build It for Yourself, Not by Yourself

At American Senior Benefits (ASB), we’re not just another agency—we’re a team of owners. We combine the best of both worlds: the entrepreneurial freedom of an independent broker with the training, resources, and structure of a national organization. 

 

Why ASB Is Different:

  • Access to over 250 carriers—you always have the best solution for your client

  • Own your book, your renewals, and your overrides

  • National partnerships with organizations like the American Legion, Elks, and AMVETS—we help you find clients, not just chase them

  • Flexible onboarding and portable career model—perfect for relocators or career changers

  • Award-winning training and mentorship from the top leaders in the field

  • Paths to leadership and business ownership within a few years

 

 

 

Responsibilities

What You’ll Do as a Financial Services Professional:

  • 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

Qualifications

What Sets You Up for Success Here:

  • 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

Let’s Talk If You:

  • 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

  • Reside in the state where you are applying

Apply now to discover what it means to work for yourself—not by yourself—with American Senior Benefits.

Compensation

USD $79,999.00 - USD $125,000.00 /Yr.

Company

Americanseniorbenefits
Plymouth, United States of America

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Americanseniorbenefits's careers site·first seen 21 Sept 2026·last verified 21 Sept 2026·How we source jobs

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