What are the responsibilities and job description for the Insurance Specialist position at Paro?
About Us
We are a dynamic team of finance and insurance professionals dedicated to providing integrated financial solutions through meaningful client relationships. Our collaborative approach focuses on education, personalized planning, and holistic guidance to help clients achieve lifelong financial security.
Position Overview
The Insurance Specialist will collaborate with financial planners, advisors, and clients to develop, implement, and monitor tailored insurance solutions. This role is pivotal in advancing our financial planning services, requiring expertise in Medicare, life/disability insurance, and regulatory compliance.
Key Responsibilities
- Conduct insurance gap analyses and recommend customized coverage solutions.
- Advise clients on Medicare planning, life/disability insurance, and annuity products.
- Partner with wealth management teams to deliver integrated financial plans.
- Identify opportunities to expand Medicare clientele while nurturing existing relationships.
- Stay current on insurance products, Medicare regulations, and industry trends.
- Host client workshops and networking events to educate and engage the community.
- Ensure compliance with all regulatory standards and maintain meticulous records.
Ideal Candidate Profile
We seek team members who embody:
- Collaborative Energy: Positive, humble, and eager to contribute to team success.
- Servant Leadership: Empathetic and client-focused.
- Growth Mindset: Passionate about continuous learning and improvement.
Required Qualifications
- 5–7 years of experience in insurance/Medicare planning.
- Licenses: Health & Life Insurance, Medicare, and [state] Access Health certifications.
- Technical Skills:
- Proficiency in AgencyBloc, Redtail CRM, or similar.
- Familiarity with annuity e-apps (e.g., Firelight) and financial planning tools.
- Communication: Ability to simplify complex concepts for clients.
- Analytical Skills: Strong data interpretation and recommendation development.
Preferred Qualifications
- Bachelor’s degree in Finance, Economics, or related field.
- Experience with Canva/PowerPoint for client presentations.
- Knowledge of estate planning or tax strategies.
Compensation & Benefits
- Competitive Salary Performance Bonuses
- Comprehensive Health Benefits
- Retirement Plan with Employer Match
- Onsite Wellness Programs (e.g., fitness classes, wellness activities)
- Team Culture: Shared meals, volunteer opportunities, and collaborative events.
Job Type: Full-time
Pay: From $125,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Supplemental Pay:
- Bonus opportunities
Experience:
- Medicare: 1 year (Required)
License/Certification:
- Life & Health Insurance License (Required)
Ability to Commute:
- Milldale, CT 06467 (Required)
Work Location: In person
Salary : $125,000
