A "People First" philosophy
At American Senior Benefits we are dedicated to serving those in need of insurance, especially seniors. We are proudly independent, answering only to our customers. The choices our customers make are key life decisions and we work every day to help them find the right solutions at affordable prices. What we do is important, personal and precise. Every time we help a customer make a decision that’s right for them, it makes them – and our organization – stronger.
Client Consultation: Engage with clients to understand their retirement goals, needs, and concerns, ensuring a thorough understanding of their financial landscape.
Medicare Planning: Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to insure optimal plan selection for each client
Insurance Assessment: Evaluate client needs against available insurance products (excluding specific financial products) to determine the best fit. This includes but is not limited to life, health, and long-term care insurance.
Scope of Appointment Compliance: Ensure all necessary paperwork, including the Scope of Appointment form, is 48 hours prior to Medicare appointments, adhering to Medicare’s rules and regulations.
Application Process: Handle all aspects of the insurance application process, from initial completion to final submission.
Continuous Learning: Stay updated with the latest industry regulations, recommendations, and implemented strategies.
Client Relationship Management: Foster and maintain strong relationships with clients, ensuring they feel valued and understood, and address any concerns or questions promptly.
Team Collaboration: Work closely with the internal team and National support teams.
*Active insurance license (or willingness to obtain one).
*Strong communication and relationship-building skills.
*Self-motivated with an entrepreneurial mindset.
*Ability to work independently and manage time effectively.
*Customer-focused with a passion for helping others succeed.
At American Senior Benefits we are dedicated to serving those in need of insurance, especially seniors. We are proudly independent, answering only to our customers. The choices our customers make are key life decisions and we work every day to help them find the right solutions at affordable prices. What we do is important, personal, and precise. Every time we help a customer decide what’s right for them, it makes them – and our organization – stronger.
At ASB we pride ourselves on delivering unparalleled service, and our team members are central to that commitment.
Offering a hybrid business model dash because a custom solution fit better, a vast product portfolio from best-in-class carriers and enjoying rapid growth and success in 175 nationwide locations we are ready to help America’s seniors.
American Senior Benefits