Overview

Responsibilities

**Client Consultation:** Engage with clients to understand their retirement goals, needs, and concerns, ensuring a thorough understanding of their financial landscape.

**Medicare Planning:** Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each client.

**Insurance Assessment:** Evaluate client needs against available insurance products (excluding specific financial products) to determine the best fit. This includes but is not limited to life, health, and long-term care insurance.

**Scope of Appointment Compliance:** Ensure all necessary paperwork, including the Scope of Appointment form, is completed 48 hours prior to Medicare appointments, adhering to Medicare's rules and regulations.

**Application Process:** Handle all aspects of the insurance application process, from initial completion to final submission.

**Continuous Learning:** Stay updated with the latest industry regulations, product offerings, and best practices to provide the most accurate and up-to-date advice to clients.

**Record Keeping:** Maintain meticulous records of client interactions, recommendations, and implemented strategies.

**Client Relationship Management:** Foster and maintain strong relationships with clients, ensuring they feel valued and understood, and address any concerns or questions promptly.

**Team Collaboration:** Work closely with the internal team, and National support teams.

Qualifications

**Requirements:**

- Proven experience in retirement planning or a related field.
- Strong understanding of Medicare and its associated products.
- Exceptional interpersonal and communication skills.
- Ability to analyze complex data and translate it into actionable strategies.
- Proficient in using professional software for comparing Medicare plans.
- Strong commitment to ethical practices and compliance with industry regulations.
- Ability to work independently and as part of a team.

Compensation

USD $80,000.00 - USD $100,000.00 /Yr.