Just got your Life and Health Insurance License and looking for an opportunity
Silvur
About the role
About Us
Just got your Life and Health Insurance license? Looking for a great opportunity to launch or grow your career in a high-demand, purpose-driven space?
Silvur Insurance is a rapidly expanding Medicare brokerage firm dedicated to serving credit union members, their friends, and families. Our agents are deeply rooted in the communities they serve—both locally and within the credit union network—delivering support through in-branch appointments, local seminars, virtual meetings, and educational webinars.
We help members turning 65 navigate Medicare Supplement and Medicare Advantage options, and provide ongoing support during AEP for those enrolled in Medicare Advantage and Part D plans.
No Medicare experience? No problem. We provide the training, tools, and support you need to build expertise and succeed. If you're looking to build a long-term career with the opportunity to grow alongside a mission-driven agency, Silvur Insurance is the place to be as we continue expanding nationwide!
Responsibilities
- Provide excellent member service aligned with Silvur and credit union objectives.
- Identify risk management strategies and sales opportunities for Medicare products.
- Engage with members through referrals, develop new client relationships, and manage existing relationships.
- Collaborate with wealth management advisors to provide strategic financial planning tailored to members' goals.
- Maintain a thorough knowledge of all Medicare insurance product offerings.
- Conduct periodic client reviews and service existing clients to ensure satisfaction and compliance.
- Maintain client records consistent with federal/state regulations and carrier policies.
- Refer members to credit union deposit and loan products as appropriate.
- Mentor new agents as requested.
- Collaborate cross-functionally to recommend member risk management strategies.
- Stay current on licenses and certifications, completing annual continuing education.
- Exhibit self-motivation and discipline to succeed in a fast-paced sales environment.
- Travel periodically for training and meetings.
- Perform other duties as assigned.
- Be accountable for meeting or exceeding benchmark KPIs including quoting, enrollment, and effectuation rates.
- Maintain persistency and compliance standards in accordance with company and carrier requirements.
- Ensure timely and accurate documentation to support Medicare sales and enrollment processes.
- Consistently manage a book of business with a focus on member satisfaction and retention.
Requirements
Preferred Qualifications
- Bachelor’s degree in relevant field preferred.
- 0-3 years of experience as a licensed insurance agent.
- Health Insurance license required for resident state.
- Experience working in financial institutions is preferred.
- Commitment to high ethical standards, regulatory compliance, and member-focused service.
Physical Requirements
- Ability to perform tasks requiring manual dexterity (filing, paperwork processing, typing).
- Ability to sit for extended periods.
- Ability to lift 20-40 pounds as needed.
- Use of office equipment, including computer, telephone, copy machine, fax, and calculator.
Benefits
Compensation & Benefits
- $5,000 signing bonus!
- Base rate: $30 per hour
- On-target earnings (OTE): $85,000 - $100,000 annually. You will be an employee of Silvur Insurance Services. Employees receive a total compensation package including a base salary, policy incentive compensation, health benefits, and 401(k) with employer contribution. You will have the technology and resources to excel in your role.
Equal Opportunity. Silvur Insurance Services is an equal opportunity employer. We’re committed to building a team that reflects the diverse communities we serve and creating a workplace where everyone feels valued and included.
About the company
Silvur
Our mission: to support the 99% of members who retire. Silvur ensures that ALL credit union members have a plan for retirement, not just the 2-3% currently served by wealth management. Silvur’s platform engages and supports members over age 50 with a focus on helping members navigate critical retirement decisions including Medicare and Social Security. Members over age 50 are credit union’s largest deposit holders, holding over 80% of US household wealth and the first generation to retire without the benefit of a pension. Silvur makes it easy for credit unions to help them. Our data platform powers insights and offers to capture the $70T retirement wallet. Our new insurance subsidiary offers Medicare insurance and more to our partner credit unions and their members. Silvur has been named by Forbes to the 2020 Fintech 50 Most Innovative Companies and has been featured in the NY Times, Forbes, Fortune, CNBC, and Yahoo Finance. We’ve won many credit union industry awards including VentureTech, America’s Credit Union Tech, Ops and Member Best in Show and runner up for NACUSO Big Idea. We’ve received grants from the Financial Health Network and are part of the 2025 Lab* at Filene. Silvu
Perks & benefits
- 401k
- Medical Insurance
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