Long Term Care Financial Solutions Consultant

Job Summary
Join our dynamic team as a Long Term Care Financial Solutions Consultant, where your expertise (we will train you) will empower clients to successfully navigate complex financial landscapes related to long-term care crisis planning. In this role, you will encourage referrals from home health care agencies, assisted living facilities, nursing homes, hospitals, geriatric care managers, hospice services, attorneys, financial advisors, and other influencers of the elderly needing assistance in protecting assets and qualifying for long term care benefits. You will explain options to the referred clients and families for protecting the family assets and qualifying for substantial government benefits.

This is a unique position where you will learn a tremendous amount regarding assets, income, legal documents, retirement accounts, financial transactions and much, much more. In fact, this position will teach you about a plethora of concepts and strategies that will be of great value in your personal life. It will also give you a great deal of satisfaction in helping the vulnerable elderly and their families protect what they have spent a lifetime accumulating.

This position is not for the faint of heart. You will need a curiosity about how things work and a heart for the elderly. It is a truly rewarding career that will allow you to stretch and grow in ways you never imagined. If you are looking for a simple job, this is not for you. If you are looking for a career where you will grow, learn, and be rewarded, this is your career.

You will be working with the very best in the business. That is not a platitude. It is simply a fact. We support our staff, our clients, and our referral sources. You will be an integral part of helping families and will be a valued team member.

Duties

• 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 using advanced financial analysis tools and software 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 solutions confidently and addressing client concerns about potential solutions.

Skills (we will train you)

• People skills
• Education skills
• Attention to detail
• Marketing skills
• Sales skills

Pay: $50,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid training
• Professional development assistance

Work Location: Remote