Insurance AgentLicensed Medicare Insurance AgentOur client's
Financial Services & Insurance Firm located in the
Glen Mills, PA area is growing rapidly and looking to add a key employee. They're seeking a professional
Insurance Agent / Licensed Medicare Insurance Agent who is ready to help an already thriving company continue to grow. They are looking for success-oriented employees who possess great people skills, a positive attitude and who are seeking a great opportunity to advance their career. If you want to join a team that has experience in the industry, is dedicated to their clients, values their employees, and has created a culture of success, this may be a good fit for you!
MINIMUM QUALIFICATIONS:- 2+ years of experience in insurance sales as a Insurance Agent or similar role
- 1+ year of experience in direct Medicare Insurance sales
- Current PA Life, Accident, and Health Licensing
- CRM Software experience (Example: Redtail, Salesforce, Wealthbox, ACT, etc.)
- Office Software Products experience (Example: Docusign, TeamUp, MS Outlook, Excel, Word, etc.)
- Video Meeting Application experience (Example: Zoom, MS Teams, Skype, etc.)
PREFERRED QUALIFICATIONS:- College Degree in Finance, Business or related field of study is a plus
ROLE DESCRIPTION:Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. As a true Fiduciary Firm, uniquely dedicated to benefitting clients without bias for limited product recommendations, our client's service approach is recognized as preferable to the more common firms. As an
Insurance Agent / Licensed Medicare Insurance Agent you will:
- Identify new leads follow up with clients regarding renewals, plan reviews, and coverage questions
- Establish trust and confidence with clients and referral partners, responding to any insurance related issue being discussed and solutions offered
- Educate clients on Medicare options, including Medicare Advantage, Medicare Supplement (Medigap), and prescription drug plans
- Conduct needs-based consultations to assess healthcare coverage requirements
- Compare plan options and provide personalized recommendations
- Assist clients with enrollment applications and policy changes
- Maintain compliance with Medicare and insurance regulations
- Attend training sessions and stay current on Medicare plan changes and carrier updates.
- Document client interactions accurately in CRM and agency systems.
- Meet established monthly, quarterly and annual sales and performance goals
- Ability and availability to participate in 1-2 evening seminars per month
- Develop effective working relationships with all members of the firm, affiliates and vendors, ultimately resulting in effective, high-quality service for clients
REQUIRED SKILLS:- Excellent interpersonal, written, and verbal communication
- Ability to prioritize projects and manage time
- Commitment to true Fiduciary Standard of Care for all clients
- Ability to thrive in a fast-paced, but friendly work environment
- Commitment to professional development and obtaining new professional certifications
- Ability to adhere to complex regulatory and compliance requirements
- Willingness and desire to be part of a team environment
COMPENSATION:- $70,000 - $90,000 Annually (Base Salary + Incentives)
*Based Upon Experience, Licensing and/or Certifications* - Medical, Vision & Dental Insurance + Retirement Plan
- Generous PTO Policy + Paid Holidays + Great Work/Life Balance
- Career Advancement + Licensing Opportunities
Presented by Humans Being Resources, Inc. Thank you for your interest in this
Insurance Agent / Licensed Medicare Insurance Agent position for our client located in the
Glen Mills, PA area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a Temp/Staffing Agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When responding to this ad by email, text or phone call, you agree to receive emails, texts and phone calls related to this position and/or future positions. You can opt-out of these communications at any time by replying "
STOP" to any received communication. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews administered on behalf of our client. If you feel that you meet the requirements for this position, please
submit your resume today!