Medicare & Insurance Advisor
Westchester Benefit Group, Inc. | Armonk, NY
About Us
Westchester Benefit Group (WBG) is an independent financial planning, wealth management, and employee benefits firm that has been serving individuals, families, and businesses for more than 45 years. We believe in building lifelong client relationships through thoughtful advice, exceptional service, and a collaborative team approach.
As our Medicare practice continues to grow, we're looking for someone who enjoys helping people, wants to build lasting relationships, and is excited to grow with a well-established independent firm.
Whether you're an experienced Medicare professional or someone looking to start a career in financial services, we'd love to hear from you.
Position Overview
This position's primary focus is helping clients navigate Medicare with confidence. Unlike many Medicare sales roles, you'll work primarily with pre-qualified prospects and referrals from our existing client base. There is no expectation of cold calling or building a book of business from scratch.
You'll educate clients on their Medicare options, guide them through the enrollment process, and provide ongoing service throughout retirement.
Beyond Medicare, this role offers significant long-term growth opportunities. As your knowledge and experience develop, you'll have the opportunity to expand into additional areas of the business, including financial planning, wealth management, employee benefits, retirement planning, and other insurance solutions.
We're looking for someone who is personable, organized, eager to learn, and excited to become an integral member of a small, collaborative team.
Responsibilities
- Meet with prospective and existing clients to discuss Medicare coverage options.
- Educate clients on Medicare Supplement, Medicare Advantage, and Part D prescription drug plans.
- Assist clients with enrollments, policy changes, and annual reviews.
- Build long-term relationships by providing outstanding service and ongoing support.
- Maintain accurate client records using our CRM system.
- Stay current on Medicare regulations, carrier updates, and industry developments.
- Collaborate with our financial planning and employee benefits teams to provide a seamless client experience.
- Participate in educational seminars, client events, and community outreach as needed.
Qualifications
We're more interested in finding the right person than checking every box.
Ideal candidates will possess:
- Strong interpersonal and communication skills.
- A genuine desire to help people and build long-term relationships.
- Excellent organizational skills and attention to detail.
- Professionalism, integrity, and a team-first attitude.
- Comfort learning new technology and CRM systems.
- Customer service, sales, healthcare, insurance, or financial services experience is a plus.
Insurance or Medicare experience is preferred but not required. We are happy to train the right candidate and assist with obtaining the necessary insurance licenses.
Career Growth
This position is designed to be more than a Medicare role.
For individuals who demonstrate strong performance and an interest in expanding their knowledge, opportunities may include:
- Financial planning and wealth management
- Employee benefits consulting
- Retirement income planning
- Individual insurance planning
- Developing and managing your own book of business
For recent college graduates, this position can serve as an outstanding entry point into the financial services industry, with mentorship from experienced advisors and exposure to multiple areas of the business. Depending on your interests and performance, your career path could evolve toward becoming a financial advisor, employee benefits consultant, or another specialized advisor within our firm.
Why Join WBG?
- Join an independent firm with a 45-year reputation for trusted advice.
- Work with pre-qualified prospects and referrals from an established client base.
- No cold calling required.
- Receive hands-on training and mentorship from experienced professionals.
- Enjoy meaningful opportunities for long-term career growth.
- Be part of a small, collaborative team where your contributions make a real impact.
- Competitive salary, bonus opportunities, benefits, and professional development support.
If you're looking for a career where you can make a difference, continue learning, and grow with an established independent advisory firm, we'd love to meet you.
Pay: $35,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Flexible schedule
- Work from home
Work Location: Hybrid remote in Armonk, NY 10504
