What are the responsibilities and job description for the Senior Market Insurance Advisor position at Desert Financial Credit Union?
The Senior Market Insurance Advisor provides comprehensive insurance solutions and products catered to the senior market which includes Medicare plans, Prescription Drug Plans, Life Insurance, and other ancillary insurance products to meet the needs of clients/prospects. The Senior Market Insurance Advisor consults and identifies solutions that meet the client needs by building strong client relationships, maintaining strong communication, and by expanding the client book of business.
What you will do here:
Client/Prospect Sales and Service: Consult with clients and prospective clients to provide holistic insurance advice by evaluating individual needs and identifying products and strategies that match client financial and health needs and are in the client's best interest. Maintains existing book of business by providing ongoing client service, building strong client relationships through regular client communication, and by staying current with the industry, market, and products available.
Business Development: Create and develop new client relationships to expand book of business by identifying potential sales opportunities, consistently following up and recommending our products and services. Promote, facilitate, and participate in business development activities which includes internal and external business development, such as client seminars and DFCU employee product and sales training.
Operations/Compliance: Independently stays current with regulatory guidelines to ensure compliance (CMS, AZDOI, etc.). Ensures adherence to organization and carrier partner policies and procedures. This also includes various operational and administrative tasks, such as preparing, processing, and submitting documentation for underwriting and/or service to appropriately and efficiently bind coverage and ensure the program maintains an above industry standard retention rate, completing CRM updates, updating calendar appointments, and other sales/service documentation, etc.
Perform other job-related duties as assigned.
What you will need:
High School Diploma or GED required.
1 years of experience in Insurance sales required.
3 years of Health Insurance sales experience, including Medicare preferred.
Arizona Life/Health Producers License required.
America's Health Insurance Plan (AHIP) Certification required upon 30 days of hire.
Long Term Care Certification required upon 90 days of hire.
Sales & Presentation skills in insurance or related field exceeding sales quotas/goals required.
Computer skills - Knowledge and ability to work with Microsoft suite of applications including Outlook, Word, Excel & PowerPoint required.
Communication skills – ability to effectively communicate and present information in person, in seminars to groups, and over the phone. Effective written and verbal communication required.
Ability to work independently and in a team environment required.
Problem solving skills & ability to prioritize work to meet deadlines and objectives required.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
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