Medicare & Long-Term Care Insurance Advisor

Skyline Wealth Strategies•Austin, TX

26d•Onsite

About The Position

Skyline Wealth Strategies is a growing, relationship-driven financial services organization based in Austin, Texas. We help individuals and families navigate retirement with greater confidence through retirement planning, wealth preservation, insurance strategies, and coordinated financial services. Our client-first approach combines personal relationships, education, and long-term service. With established client relationships, educational events, referral programs, and a dedicated business development platform, Skyline provides a supportive environment where talented advisors can focus on serving families and developing lasting relationships. We are seeking a licensed Medicare & Long-Term Care Insurance Advisor to guide clients through important healthcare and extended-care planning decisions. This role combines consultative sales, enrollment and policy implementation, proactive follow-up, and ongoing client service. You will work with existing Skyline households as well as qualified opportunities generated by our marketing efforts, educational events, advisors, and referral network. You are not expected to build a business from scratch. Your opportunity is to convert meaningful introductions into appropriate solutions and long-term client relationships.

Requirements

Active Texas General Lines – Life, Accident, Health and HMO insurance license issued by the Texas Department of Insurance.
Excellent relationship-building, communication, consultative sales, organization, and follow-through skills.
Ability to manage client appointments, a pipeline of opportunities, policy applications, and ongoing service with professionalism and attention to detail.
Comfort using CRM systems, Microsoft Office, and standard business technology; willingness to obtain and maintain required carrier appointments and Medicare certifications.

Nice To Haves

2+ years of relevant insurance or financial services experience
Medicare Supplement/Advantage enrollment or servicing
Long-term care or hybrid LTC product experience
Experience serving retirees and families
Expertise in both Medicare and long-term care is preferred, but candidates with strong experience in one area and the drive to learn the other are encouraged to apply.

Responsibilities

Educate clients on Medicare eligibility, enrollment periods, Medicare Supplement and Medicare Advantage options; assist with plan comparisons, applications, enrollment, annual reviews, and policyholder service within applicable rules.
Assess extended-care planning needs; explain traditional long-term care and appropriate hybrid life/LTC insurance solutions; prepare illustrations, coordinate underwriting and placement, and provide ongoing policy service.
Meet with retirees and families, build trust, conduct needs-based consultations, follow up promptly on company-generated opportunities, and manage an active production pipeline.
Partner with Skyline wealth advisors and service professionals to identify relevant insurance needs and coordinate a seamless client experience.
Maintain accurate CRM and policy records; complete required licensing, appointments, certifications and training; follow TDI, CMS, carrier, privacy, and marketing requirements.