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Senior Health Insurance Advisor
1 week ago
What We're Looking For
We're seeking a highly skilled and motivated individual who is passionate about helping people navigate the complexities of Medicare. As a Medicare Specialist at Fidelity Investments, you will be responsible for meeting with customers over the phone to assess their healthcare needs and recommend appropriate Medicare coverage.
You will work closely with our customers to understand their individual circumstances and provide personalized recommendations that meet their unique needs. You will also be responsible for delivering compliant sales presentations that abide by CMS and other applicable regulations, and for enrolling clients in products that are appropriate for their personal situation.
Key Responsibilities
- Meet with customers over the phone to assess their healthcare needs and recommend appropriate Medicare coverage
- Deliver compliant sales presentations that abide by CMS and other applicable regulations
- Enroll clients in products that are appropriate for their personal situation
- Work closely with our customers to understand their individual circumstances and provide personalized recommendations
Requirements
- A college degree or equivalent experience
- An active Health Insurance License (preferred but not required)
- Medicare sales experience (either as a broker or carrier representative)
- Strong interpersonal skills and a passion for helping people seek sophisticated solutions
- Interest in sales and a real desire to help people find solutions that are right for them