Health and Medicare Advisor

Vizance, Inc.•Milwaukee, WI

About The Position

Vizance is hiring an Individual Health/Medicare Insurance Advisor for its team in Hartland or Milwaukee. The advisor meets with clients in person and virtually, maintains and grows an inherited book of business, and takes a consultative approach to matching clients with the right insurer. The role also involves developing strong knowledge of Vizance’s resources and services and assisting clients during the busy renewal season. Compensation includes a salary plus commission and transitions to commission-based compensation. Vizance offers training and mentorship, ongoing education opportunities, dedicated service-team support, and the opportunity to work for a stable independent agency with a defined path for internal succession.

Requirements

  • 3–5 years of Individual Health and/or Medicare experience.
  • Excellent communication and negotiation skills.
  • Self-motivation and a growth-oriented mindset.
  • Desire to create and nurture relationships with clients.
  • Life and Health insurance license required.

Nice To Haves

  • Proven track record of closing sales.
  • Bachelor’s degree.

Responsibilities

  • Meet with clients in person and virtually.
  • Maintain and grow a book of business, including an inherited book of business.
  • Align clients with the right insurer using a consultative approach.
  • Develop a strong knowledge of the company’s resources and services.
  • Assist clients during the busy renewal season.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • 401(k) match
  • Best-in-class training and mentorship
  • Ongoing education opportunities
  • Support of dedicated service teams
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