Licensed Medicare Insurance Agent

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 interests in mind.

Responsibilities

• Provide exceptional member service aligned with Silvur and credit union objectives, ensuring a high-quality, trusted client experience.
• Proactively identify risk management strategies and drive new sales opportunities for Medicare products through a strong hunter mindset.
• Actively engage in community outreach efforts, including local events, partnerships, and educational initiatives to build brand presence and generate leads.
• Develop and deliver webinar presentations and educational sessions to inform and attract prospective and existing members.
• Build and maintain a robust pipeline by engaging with members through referrals, cultivating new client relationships, and managing ongoing relationships.
• Maintain deep knowledge of all Medicare insurance products and stay current with market trends and carrier offerings.
• Conduct periodic client reviews to ensure satisfaction, retention, and compliance with all regulatory requirements.
• Maintain accurate and compliant client records in accordance with federal/state regulations and carrier policies.
• Utilize technology and CRM tools effectively to track activity, manage leads, automate follow-ups, and enhance client engagement.
• Demonstrate strong organizational skills and disciplined follow-up communication, ensuring no opportunities or client needs are overlooked.
• Refer members to appropriate credit union financial advisors and loan products to support holistic financial wellness.
• Mentor and support new agents as requested, contributing to team development and success.
• Maintain all required licenses and certifications, completing continuing education annually.
• Exhibit high self-motivation, resilience, and discipline in a fast-paced, performance-driven sales environment.
• Travel periodically for training, meetings, and community engagement opportunities.
• Meet or exceed benchmark KPIs, including quoting, enrollment, and effectuation rates.
• Maintain persistence while adhering to all compliance standards set by the company and carrier partners.
• Ensure timely, accurate documentation supporting all Medicare sales and enrollment activities.
• Effectively manage and grow a book of business with a focus on client retention, satisfaction, and long-term relationship building.
• Perform other duties as assigned.

Preferred Qualifications

• Bachelor’s degree in relevant field preferred.
• 1-3 years of experience as a licensed Medicare insurance agent.
• Life and Health Insurance licenses required for resident state.
• Experience working in financial institutions is preferred.
• 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.

Compensation & Benefits

• Base rate: $25-30 per hour
• On-target earnings (OTE): $87,000 - $95,000 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.

Job Types: Full-time, Permanent

Pay: $87,000.00 - $95,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

License/Certification:

• Washington life and health insurance license (Required)

Work Location: Hybrid remote in Tacoma, WA 98402

Salary : $87,000 - $95,000