Long Term Care Government Benefits Consultant
USA (Remote)
$50K/yr – $120K/yrMid LevelFull time
Posted 2 weeks ago
Top 1% of applicants do these two things.
The other 99% submit and hope. You're about to do something different.
Job Summary
Own and grow client relationships by assessing long-term care needs and delivering tailored financial and estate planning strategies while educating on tax and regulatory implications.
- Assess client needs and develop tailored financial strategies
- Present solutions and manage client relationships
- Educate clients on tax implications and regulatory requirements relevant to long-term care planning
Job Description
Responsibilities
- Collaborate with clients to assess their long-term care needs and develop tailored financial strategies that incorporate estate planning, wills, trusts, and estate law considerations.
- Analyze clients’ financial situations to recommend solutions to financial crisis.
- Educate clients on tax implications, and regulatory requirements relevant to their long-term care planning.
- Manage customer relationships through effective communication.
- Support the sales process by presenting potential solutions confidently and addressing client concerns about potential solutions.
Requirements
- People skills (you should already possess these skills)
- Education skills
- Attention to detail
- Marketing skills
- Sales skills
Benefits
- 401(k)
- 401(k) matching
- Health insurance
- Life insurance
- Professional development assistance
Marketing Team
Marketing Roles Posted (Last 30 Days)
1
