Benefits Clerk, Sr. jobs in Daytona Beach, FL

Overview

American Senior Benefits’ team of over 1,800 affiliated agents are among the best in the business. We attract this level of quality professionals in part due to our hybrid approach where agents enjoy the training and support of a dedicated company with the breadth of products available to independent agents.

We are rolling out our new Life Advisor Program designed to educate our clients and prospects on the intricacies of life insurance policies and how important they are to provide peace of mind in retirement.

This new position is a “Life Insurance Specialist” with the title of Life Advisor, working within a team of Medicare agents and focused on providing life insurance to existing clients as well as new prospects.

American Senior Benefits agents will be referring their clients and prospects to their new in-house Life Advisor that will have an opportunity to average three secured appointments per day.

Responsibilities

The Life Advisor will be housed in a local office within a team of Medicare supplement agents and will be responsible for meeting with the clients and/ or prospects from the leads provided by their team’s Medicare agents.

The Life Advisor will also be responsible for obtaining additional leads by securing group meetings in the form of seminars and luncheons with our Affinity Network of endorsed associations.

The Life Advisor will report to our national office under the direction of the Life Development Team that will provide training and resources to ensure the success of the Life Advisor Program.

In this role you will play a pivotal role in educating and advising our 55 clients on making informed decisions about their life insurance needs. You will be a part of a dynamic sales team focused on creating personalized, trust-based relationships with our clients, ensuring their peace of mind for the future.

Qualifications

• Presently hold a Life License for 5 or more years.
• Proven experience in life insurance sales with a minimum production of $50,000 in annualized life insurance premium.
• A CLU, CFP, ChFC, LACP designation or ability to gain such designation a plus.
• Association memberships in NAIFA also a plus.
• Strong interpersonal and communication skills, with the ability to explain complex information clearly and concisely.
• Demonstrated ability to build and maintain relationships with clients based on trust and respect.
• Proficiency in CRM software and digital communication tools.

Why join The Life Advisor Program at American Senior Benefits?

• Competitive commissions
• Ongoing professional development and career advancement opportunities within a supportive and growth-oriented environment
• Exciting annual award trips
• Be a part of a company culture that values integrity, innovation, and the impact of empowering our clients and prospects with the knowledge and tools to secure their financial future.
• Make a meaningful impact in the lives of our clients and prospects while advancing your career in a dynamic and rewarding field.

Compensation