Life & Health Advisor: Medicare & Wealth Planning

First Liberty Corp; Evansville (IN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Paid Holidays

Paid Time Off

Medical, Dental and Vision Insurance

401(k) with matching

Group Term Life Insurance

Short/Long Term Disability Insurance

Tuition Reimbursement

Job summary

Liberty FCU's Wealth Services team in Evansville is seeking a Life and Health Advisor to serve members with life, health, and investment solutions. The role emphasizes Medicare enrollment support, product recommendations, and building lasting relationships while ensuring regulatory compliance.

This is a full-time position at the Burkhardt Office in Evansville, IN. Qualifications include an active Life & Health Insurance Producer License in Indiana, strong communication skills, and understanding

Qualifications

• Active Life & Health Insurance Producer License with the Indiana Department of Insurance.
• Excellent communication and interpersonal skills.
• Strong understanding of credit union products and services.

Responsibilities

• Serve existing life and health insurance needs for clients of Wealth Advisors.
• Drive new opportunities, especially around Medicare enrollment and related health coverage solutions.
• Build and maintain strong relationships with members.
• Manage existing business and identify opportunities for growth.
• Recommend life, health, and investment products tailored to members' needs.
• Ensure compliance with all regulatory requirements and internal policies.

Skills

Life & Health Insurance Producer Lic

Communication skills

Credit union products knowledge

Job description

Liberty FCU's Wealth Services team in Evansville is seeking a Life and Health Advisor to serve members with life, health, and investment solutions. The role emphasizes Medicare enrollment support, product recommendations, and building lasting relationships while ensuring regulatory compliance.

This is a full-time position at the Burkhardt Office in Evansville, IN. Qualifications include an active Life & Health Insurance Producer License in Indiana, strong communication skills, and understanding