Licensed Medicare Insurance Agent at Silvur Insurance, providing support for Medicare services to credit union members in Michigan. Engaging in community outreach, education, and member service at a hybrid workplace.
About the role
- Solutions Management Consultant coaching and training on life insurance sales strategies for US military members and their families. Enhancing products and training deliverables to meet member needs and business goals.
Responsibilities
- Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics
- Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge
- Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed
- Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists
- Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals
- Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management
- Collaborates with specialists to evaluate and/or present solutions and related advice
- Follows defined training routines, effectively reports activity, and manages follow up and sustainment
- Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures
Requirements
- Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree
- 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience
- Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts
- Advanced knowledge of life insurance products to include term, permanent, and health solutions
- Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications
- Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization
- Knowledgeable in the applications of Agile processes and procedures
- Knowledgeable in the application of risk management framework and regulatory requirements for Life Co.
Benefits
- comprehensive medical, dental and vision plans
- 401(k)
- pension
- life insurance
- parental benefits
- adoption assistance
- paid time off program with paid holidays plus 16 paid volunteer hours
- various wellness programs
- career path planning and continuing education
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Placement Specialist marketing property and casualty insurance programs for large market accounts. Collaborating with teams to gather data, negotiate terms, and prepare proposals for new and renewal business.
Senior Associate in Insurance providing consulting on healthcare and property insurance with strong communication skills. Requires 3+ years of experience and proficiency in Microsoft Office Suite.
Client Advisor driving business growth in a fintech leader, Acrisure, using technology and data - driven insights for client acquisition and relationship management.
National Practice Lead overseeing Canadian Real Estate insurance practices at HUB International. Responsible for growth strategies and enhancing client relationships across Canadian real estate markets.
Supervisor of Service Assurance overseeing incident management and technical staff performance. Leading communications during outages for enterprise customers within Comcast Business.
M(
Fachbetreuer/in für industrielle Haftpflicht - Versicherung bei MARTENS & PRAHL Gruppe. Betreuung von Industriekunden und aktive Unterstützung des Vertriebsteam.
Working as a Senior Associate in External Audit at PwC Middle East, focusing on financial services compliance. Collaborating with diverse teams to deliver high - quality audits and client relationships.
Audit Associate conducting external audits and statutory reporting for diverse clients. Collaborating with teams to deliver quality audits and ensuring compliance with regulations in Iraq.
Licensed Insurance Agent at The Hartford providing comprehensive insurance solutions. Responsible for evaluating risk and confidently managing sales process for auto and home insurance.