Just got your Life and Health Insurance License and looking for an opportunity

Responsibilities

• Provide excellent member service aligned with Silvur and credit union objectives
• Identify risk management strategies and sales opportunities for Medicare products
• Engage with members through referrals, develop new client relationships, and manage existing relationships
• Collaborate with wealth management advisors to provide strategic financial planning tailored to members' goals
• Maintain a thorough knowledge of all Medicare insurance product offerings
• Conduct periodic client reviews and service existing clients to ensure satisfaction and compliance
• Maintain client records consistent with federal/state regulations and carrier policies
• Refer members to credit union deposit and loan products as appropriate
• Mentor new agents as requested
• Collaborate cross-functionally to recommend member risk management strategies
• Stay current on licenses and certifications, completing annual continuing education
• Exhibit self-motivation and discipline to succeed in a fast-paced sales environment
• Travel periodically for training and meetings
• Perform other duties as assigned
• Be accountable for meeting or exceeding benchmark KPIs including quoting, enrollment, and effectuation rates
• Maintain persistency and compliance standards in accordance with company and carrier requirements
• Ensure timely and accurate documentation to support Medicare sales and enrollment processes
• Consistently manage a book of business with a focus on member satisfaction and retention

Requirements

• Preferred Qualifications: Bachelor's degree in relevant field preferred, 0-3 years of experience as a licensed insurance agent, Health Insurance license required for resident state, Experience working in financial institutions is preferred, Commitment to high ethical standards, regulatory compliance, and member-focused service

Physical Requirements

• Ability to perform tasks requiring manual dexterity (filing, paperwork processing, typing)
• Ability to sit for extended periods
• Ability to lift 20-40 pounds as needed
• Use of office equipment, including computer, telephone, copy machine, fax, and calculator

Benefits

• Compensation & Benefits: $5,000 signing bonus! Base rate: $30 per hour On-target earnings (OTE): $85,000 - $100,000 annually. You will be an employee of Silvur Insurance Services. Employees receive a total compensation package including a base salary, policy incentive compensation, health benefits, and 401(k) with employer contribution.

Equal Opportunity

Silvur Insurance Services is an equal opportunity employer. We're committed to building a team that reflects the diverse communities we serve and creating a workplace where everyone feels valued and included.