Medicare Advisor

2 weeks ago


Brecksville, United States Advisor Employee Services Full time

Medicare Advisor



Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you Our well established and growing financial firm in Brecksville, Ohio is seeking to add a Medicare Advisor to our team

This Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the Financial Advisor, serving existing clients, and making active outbound calls to set appointments with prospects.



Key Traits:

  • Strong initiative
  • Positive attitude
  • Ability to market to local clients
  • Persistence
  • An entrepreneurial perspective to build client base
  • Persuasive ability


Minimum Requirements:

  • College degree preferred
  • 2+ years of Health insurance experience with an emphasis on sales
  • Life and Health Licensed
  • Strong organizational, prioritization, interpersonal, and management skills
  • Strong mathematical and analytical skills
  • Excellent communication skills; both verbal and written
  • Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint)
  • Experience with Redtail/CRM preferred, but not required


Position Responsibilities:

  • Educate clients and sell Medicare or Health Insurance specified to their needs
  • Previous experience with open enrollment
  • Develop, manage, and retain strong client relationships
  • Assist main Advisor with meeting individual and team goals


Salary:

Unlimited - Draw plus Commission



Benefits:

Health Care, Retirement Plan, Vacation/Paid Time Off



Presented by Advisor Employee Services Thank you for your interest in the Medicare Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website () and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today