Senior Insurance Solutions Specialist

1 week ago


Jefferson City, Missouri, United States First Mid Bank & Trust Full time
Job Summary

As a Senior Solutions Producer, you will play a critical role in providing peace of mind to seniors and their families as they navigate life after their careers. You will educate clients on their options for Medicare coverage, long-term care, supplemental health insurance, and retirement benefits to help them plan for the best and prepare for the worst. Your goal will be to safeguard your customers' assets and ensure generational wealth is passed to the next generation.

This role is responsible for generating new sales, specializing in all aspects of senior products, including Medicare-related products, life, and long-term care insurance. You will meet the service needs of new and existing customers, handling customer service requests in conjunction with other staff members. You will also develop and maintain a working relationship with internal contacts at First Mid to deliver service to customers throughout the First Mid franchise.

Responsibilities
  • Serves as a sales representative for all senior products.
  • Generates prospects for new business through First Mid channels.
  • Meets with prospects to gather underwriting information, deliver quotes, and close sales.
  • Handles customer service requests in conjunction with other staff members.
  • Develops and maintains a working relationship with internal contacts at First Mid to deliver service to customers throughout the First Mid franchise.
  • Completes and maintains required training and licensing associated with job functions.
  • Cross-sells other insurance and bank products in a professional manner.
  • Performs related duties as needed.
Qualifications
  • The position requires a minimum of a bachelor's degree or the equivalent as well as prior successful sales and account management experience.
Skills
  • Very strong interpersonal skills, including the ability to sell.
  • Strong oral and written communication skills, including computer literacy.
  • Very strong analytical skills, including the ability to identify customer needs and identify insurance product solutions to those needs.
  • May be required to work earlier or later than the normal workday.
  • May require work outside the office, work extended hours, and/or conduct business off-site during customer visits.


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