Job Description

Job Description

Do you enjoy working with seniors and helping them navigate complicated processes? Do you enjoy making a difference in others' lives? Do you enjoy working on the phone and providing a high level of service?

Senior Financial Group ( specializes in helping Medicare beneficiaries and their families. We represent all the major companies and products in the senior market, so you can focus on your clients' needs. We are a truly independent brokerage, so you have many more tools than working captively for a carrier.

We seek phone-based, consultative sales professionals to serve and grow our client base. We offer:

• W2 team member role with an hourly base rate of $25/hour plus production bonuses.
• Our Benefits Consultants make 65-100K+/year in a fulfilling career that helps others.
• Full benefits include medical, dental, vision, telehealth, a 401(k) with a generous match (100% match up to 5%), a student loan paydown program, paid parental leave, and much more.
• Three weeks of PTO plus generous paid company holidays, including Twixmas. We close our offices between Christmas and New Year's Day to give our team a chance to have quality family time after our busiest season (fall).
• A commitment to professional development, ongoing training, and full access to LinkedIn Learning.
• A vibrant company culture that supports work-life balance, a growth mindset, and opportunities to teach and learn.

This Knoxville, TN-based role works in the office and community, collaborating with others, meeting clients, delivering Medicare educational seminars, and engaging in community events. It is NOT a remote position; only candidates based in or relocating to East Tennessee will be considered. If you are outside this area and are interested in independent agent opportunities, please visit to learn more about our sister company.

This opportunity requires a Life & Health Insurance License before starting employment. Kaplan offers excellent exam preparation and study materials at Life & Health Insurance exam prep in Tennessee | Kaplan Financial Education. You are welcome to use our discount code, NCC. You can find information about the state licensing process here - Insurance Agent/Producer Licensing Packets, Instructions & Forms (tn.gov).

Our Senior Benefits Consultant role focuses on inbound and outbound calls and in-person consultations to educate our clients and sell SFG Senior insurance products. This role looks for sales and relationship-building opportunities with each contact. You will also deliver educational presentations in our office and in the community.

Personal Characteristics and Competencies

• skilled at communicating by phone and able to be heard and clearly understood by phone
• engaging and able to put people at ease
• patient and able to speak with senior citizens effectively
• a detail-oriented individual who can maintain accuracy in data management
• a caring individual who is sincerely concerned about providing potential clients with the best product match for their needs
• a positive, personable individual who connects well with all types of people to build lasting and productive business relationships
• a persistent individual who is committed to doing the work necessary for success
• a flexible individual who is willing and able to adjust to the inevitable changes in the insurance market and learn new information
• a self-managed individual who organizes and prioritizes daily tasks for maximum productivity without daily oversight (after the initial training period)
• a self-starting individual who enjoys the freedom to develop, create, and innovate for their success within the job parameters
• a highly-intelligent individual who can figure out new software programs, solve problems, and help others to do the same

Knowledge, Skills, and Abilities

• understand Medicare and all of the other products provided by SFG
• skilled at active listening and able to assess the potential client's needs and attitudes
• able to change directions as needed to address a specific client's concerns
• be able to answer questions and make recommendations about products intelligently
• close a sale
• follow up by email promptly, clearly, and professionally, with proper grammar and spelling
• accurately document client communications and information in internal databases
• learn large amounts of information, assimilate that information, and present that information accurately to clients
• effectively navigate a Customer Relations Management (CRM) system and related data sources

Responsibilities

• place outbound sales calls to leads provided by SFG
• self-generate leads through community outreach and referrals
• answer incoming calls and offer product advice, sales, and customer service to clients
• follow up by email promptly, clearly, and professionally, with proper grammar and spelling
• accurately document client communications and information in internal databases
• build positive relationships with new clients and further develop relationships with existing clients to expand sales with those clients
• facilitate and present educational seminars to small and large groups
• support and participate in SFG's community partnerships and events to build our brand and make potential client connections
• provide personalized service to clients, including explaining various insurance products available and solving problems that may arise

Basic Job Requirements

• must be a licensed insurance agent or be able to obtain licensure before starting, and obtain needed certifications within the required timeframe
• computer and internet proficiency, especially proficiency with Microsoft Office Suite
• a high school diploma or equivalent
• experience working with a CRM (Customer Relations Management system)
• proficient communication in English (verbal and written); excellent grammar and spelling
• an aptitude for consultative sales

Experience that May Help You to be Successful

• experience working elsewhere as an insurance agent
• knowledge of Medicare and other Senior insurance products
• multi-state licensing as an agent
• experience with telephonic sales or fundraising experience, by phone or in person
• entrepreneurial experience, large or small
• community/volunteer leadership experience
• experience working with Medicare and other Senior insurance products
• fluency in additional language(s) is helpful but not required
• SalesForce experience
• experience with online quoting and enrollment tools like Sunfire or Connecture
• tech-savvy with the ability to learn new software with ease
• sales and marketing experience, community outreach, business development

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