Licensed Medicare Insurance Agent, affiliated with Gesa Credit Union

Responsibilities

• Provide exceptional member service aligned with Silvur and credit union objectives, ensuring a high-quality, trusted client experience
• Proactively identify risk management strategies and drive new sales opportunities for Medicare products
• Actively engage in community outreach efforts, including local events, partnerships, and educational initiatives to build brand presence and generate leads
• Develop and deliver webinar presentations and educational sessions to inform and attract prospective and existing members
• Build and maintain a robust pipeline by engaging with members through referrals, cultivating new client relationships, and managing ongoing relationships
• Maintain deep knowledge of all Medicare insurance products and stay current with market trends and carrier offerings
• Conduct periodic client reviews to ensure satisfaction, retention, and compliance with all regulatory requirements
• Maintain accurate and compliant client records in accordance with federal/state regulations and carrier policies
• Utilize technology and CRM tools effectively to track activity, manage leads, automate follow-ups, and enhance client engagement
• Demonstrate strong organizational skills and disciplined follow-up communication, ensuring no opportunities or client needs are overlooked
• Refer members to appropriate credit union financial advisors and loan products to support holistic financial wellness
• Mentor and support new agents as requested, contributing to team development and success
• Maintain all required licenses and certifications, completing continuing education annually
• Exhibit high self-motivation, resilience, and discipline in a fast-paced, performance-driven sales environment
• Travel periodically for training, meetings, and community engagement opportunities
• Meet or exceed benchmark KPIs, including quoting, enrollment, and effectuation rates
• Ensure timely, accurate documentation supporting all Medicare sales and enrollment activities
• Perform other duties as assigned

Requirements

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

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.