Insurance Agent

Client Consultation:  Engage with clients to understand their retirement goals, needs, and concerns, ensuring a thorough understanding of their financial landscape.

Medicare Planning:  Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to insure optimal plan selection for each client

Insurance Assessment:  Evaluate client needs against available insurance products (excluding specific financial products) to determine the best fit. This includes but is not limited to life, health, and long-term care insurance.

Scope of Appointment Compliance:  Ensure all necessary paperwork, including the Scope of Appointment form, is 48 hours prior to Medicare appointments, adhering to Medicare’s rules and regulations.

Application Process:  Handle all aspects of the insurance application process, from initial completion to final submission.

Continuous Learning:  Stay updated with the latest industry regulations, recommendations, and implemented strategies.

Client Relationship Management:  Foster and maintain strong relationships with clients, ensuring they feel valued and understood, and address any concerns or questions promptly.

Team Collaboration:  Work closely with the internal team and National support teams.