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

Silvur

• $85K — $100K *
Medford, OR 97504In-Person
Finance & Insurance
Less than 5 years of experience
1 month ago
Job Overview by Ladders

Qualifications

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

Responsibilities

  • Provide excellent member service aligned with company objectives.
  • Identify sales opportunities for Medicare products while managing associated risks.
  • Engage with members to develop and maintain client relationships through referrals.
  • Collaborate with wealth management advisors to create tailored financial planning strategies.
  • Conduct client reviews and maintain thorough knowledge of Medicare product offerings.
  • Ensure compliance with federal/state regulations in maintaining client records.
  • Mentor new agents and manage a book of business with a focus on client satisfaction.

Benefits

  • $5,000 signing bonus!
  • Base rate: $30 per hour.
  • On-target earnings of $85,000 - $100,000 annually.
  • Comprehensive total compensation package including health benefits and 401(k) with employer contribution.
  • Access to technology and resources to support success in the role.
Full Job Description
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. You will have the technology and resources to excel in your role.


* Ladders Estimates

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