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Medicare & Retirement Advisor jobs in United States
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Senior Benefit Services: SBS · 14 hours ago

Medicare & Retirement Advisor

Senior Benefit Services (SBS) is a nationally recognized brokerage specializing in Medicare and senior‑market products. The Medicare & Retirement Advisor role involves conducting client appointments to understand their Medicare and insurance needs, recommending personalized coverage solutions, and assisting with enrollments.
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Growth Opportunities

Responsibilities

Conduct client appointments (in‑home, in‑office, or virtual) to understand Medicare and insurance needs
Recommend personalized coverage solutions across 50+ carriers
Assist with enrollments and serve as a trusted healthcare resource
Work leads provided by SBS and generate referrals through community and business‑to‑business relationships
Maintain activity and notes within our CRM to stay organized and aligned with the support team
Build a long‑term, sustainable book of business with renewals and residuals

Qualification

Medicare knowledgeLife & Health insurance licenseCRM tools proficiencySales experienceCommunity engagementEntrepreneurial mindsetTechnology comfortCommunication

Required

Must obtain a state Life & Health insurance license before start date (we guide you through this)
Entrepreneurial, coachable, and driven individuals
People who enjoy community engagement and helping seniors
Strong communicators
Comfortable with technology and CRM tools
Sales experience is welcome but not required

Benefits

$600/month in lead or marketing budget for your first year (with basic production).
After year one, SBS becomes your 50/50 cost‑share marketing partner — including assistant support when you reach that stage.
Performance bonuses available during your ramp‑up period.
Many senior‑market products pay long‑term residuals, allowing your income to grow year over year as your client base expands.

Company

Senior Benefit Services: SBS

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Senior Benefit Services™ represents over 50 of the top-rated life and health insurance companies that you may already be familiar with.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase