Job Description

About Us
Silvur is modernizing what retirement decision-making in America looks like. We partner with credit unions to deliver their member's world-class tools including content, calculators, and connections to their products and services to support the key decisions their members make in their 50s and 60s.

Our digital education, data and Medicare platforms are used by credit unions and financial institutions to reach over 3 million credit union members. Silvur's best-in-class platform has been named by Forbes to the 2020 Fintech 50 Most Innovative Companies and we have been featured in the NY Times, Forbes, Fortune, CNBC, and Yahoo Finance.

We know that health and wealth are connected in retirement. That’s why we’re reimagining how Americans are educated as they purchase Medicare. Our Medicare Insurance agency’s education first approach ensures that credit union members have access to always-on education that's personalized for them and agents who have their best interest in mind.

Responsibilities

• Provide excellent member service aligned with Silvur and credit union objectives.
• Identify risk management strategies and sales opportunities for Medicare products.
• Engage with members through referrals, develop new client relationships, and manage existing relationships.
• Collaborate with wealth management advisors to provide strategic financial planning tailored to members' goals.
• Maintain a thorough knowledge of all Medicare insurance product offerings.
• Conduct periodic client reviews and service existing clients to ensure satisfaction and compliance.
• Maintain client records consistent with federal/state regulations and carrier policies.
• Refer members to credit union deposit and loan products as appropriate.
• Mentor new agents as requested.
• Collaborate cross-functionally to recommend member risk management strategies.
• Stay current on licenses and certifications, completing annual continuing education.
• Exhibit self-motivation and discipline to succeed in a fast-paced sales environment.
• Travel periodically for training and meetings.
• Perform other duties as assigned.
• Be accountable for meeting or exceeding benchmark KPIs including quoting, enrollment, and effectuation rates.
• Maintain persistency and compliance standards in accordance with company and carrier requirements.
• Ensure timely and accurate documentation to support Medicare sales and enrollment processes.
• Consistently manage a book of business with a focus on member satisfaction and retention.

Requirements

Preferred Qualifications

• Bachelor’s degree in relevant field preferred.
• 1-3 years of experience as a licensed Medicare insurance agent.
• Health, and Disability Insurance licenses required for resident state. 
• AHIP certification required for Medicare policy sales.
• Experience working in financial institutions is preferred.
• The ability to speak Spanish is preferred but not mandatory.
• Commitment to high ethical standards, regulatory compliance, and member-focused service.
  
  

Physical Requirements

• Ability to perform tasks requiring manual dexterity (filing, paperwork processing, typing).
• Ability to sit for extended periods.
• Ability to lift 20-40 pounds as needed.
• Use of office equipment including computer, telephone, copy machine, fax, and calculator.
  
  

Benefits

Compensation & Benefits

• Base rate: $25 per hour
• On-target earnings (OTE): $87,000 - $98,000 annually
  You will be an employee of Silvur Insurance Services. Employees receive a total compensation package including a base salary, policy incentive compensation, health benefits, and 401(k) with employer contribution. You will have the technology and resources to excel in your role.

Equal Opportunity. Silvur Insurance Services is an equal opportunity employer. We’re committed to building a team that reflects the diverse communities we serve and creating a workplace where everyone feels valued and included.

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