Medicare & Individual Health Consultant

Job Description

These are the fundamental components of the job:

Prospects, solicits, quotes and consults for new business that advises individuals (under 65 and over 65) with health insurance options including Medicare advising and NYS exchange

Presentations and educational seminars to C-suite/decision makers/employers and employees in need of Medicare advising services

Cross sell within Lawley current client base to enhance book of business and participate in team sales or cross sell opportunities

Prepare and execute a business and production plan

Completes all required applications and documentation; obtains signed application

The professional persona required of the successful candidate includes but is not limited to; the facilitation of, or delivery of presentations to C-Suite level clients, positive internal and external business interactions and the overall ability to manage productive relationships within this collaborative position

Other functions of the job:

Expand and grow in your role when supporting miscellaneous duties as requested

Skills / traits that we value for this role:

License to sell and service Medicare products

Eligibility to be certified and to maintain certification in New York State, as well as other states as required

Open to continuing education, Associate degree or higher preferred

Positive attitude, even in a fast-paced environment

Ability to make customers and coworkers feel important and valued

Ability to effectively multi-task, work quickly and efficiently

Precise verbal and written communication skills, even under time constraints

A bit about Lawley!

We are not a call center environment

We achieve success by building genuine relationships together, with our teams and clients

We are a family owned insurance broker (nearly 70 years!)

We are deeply committed to the communities we serve and love to get involved

We work hard and play hard!

Why Lawley?

Competitive salary and referral bonuses!

Expansive Benefits (Medical, Dental, Vision—and SO many more)

3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!

Company 401K contribution received starting Day 1 (for participants 21+ years old)

Educational support, career development, and growth opportunities

Job Security (we’ve never had a lay-off, even during the pandemic)

Flexibility, including hybrid schedules! Business hours 8am-4:30pm

Comfortable, family-oriented culture, with an emphasis on work life balance

Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)

Fulfilling opportunities that align with your career path and our business needs

The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $56,750 to $101,279.75.