Senior Benefits Advisor

Responsibilities

• Provide personalized Medicare and supplemental insurance guidance to senior clients in the New York area.
• Conduct in‑depth needs assessments and recommend appropriate plans.
• Maintain up‑to‑date knowledge of federal, state, and local regulations affecting senior benefits.
• Assist clients with enrollment, claim resolution, and ongoing plan reviews.
• Collaborate with internal teams to develop educational workshops and outreach programs.
• Document all client interactions in the CRM system accurately and promptly.

Requirements

• Bachelor’s degree in Business, Health Administration, or related field (or equivalent experience).
• Minimum 3 years of experience selling or advising on Medicare Advantage, Part D, or supplemental plans.
• Strong understanding of Medicare regulations and enrollment periods.
• Excellent communication and interpersonal skills; ability to explain complex concepts simply.
• Proficiency with Microsoft Office Suite and CRM software (e.g., Salesforce).
• NY State residency or ability to travel within the Greater New York metropolitan area.
• Active health insurance license (if applicable) or willingness to obtain one within 90 days of hire.

Benefits

• Competitive base salary plus performance‑based commissions.
• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off (PTO) and holidays.
• Professional development stipend and licensing support.
• Flexible work‑from‑home policy two days per week.
• Employee assistance program and wellness initiatives.

FAQ

• Q: Do I need a Medicare license to apply?
  A: A current health insurance license is preferred, but we will sponsor and fund the licensing process for the right candidate.
• Q: What is the typical onboarding timeline?
  A: New hires undergo a two‑week training program, followed by a mentorship period of 30 days before independent client work.
• Q: Is remote work allowed?
  A: Yes, employees may work remotely up to two days per week, provided they attend mandatory in‑office meetings and client appointments as needed.
• Q: What are the performance metrics?
  A: Success is measured by client acquisition, retention rates, and overall sales volume, with quarterly bonuses tied to goal achievement.