What are the responsibilities and job description for the Medicare specialist position at Teksky?
About the Firm
A well-established investment advisory firm with decades of experience providing clients with tailored financial solutions. The firm is dedicated to simplifying financial complexities, delivering clarity, and empowering clients with cohesive strategies to meet their unique financial goals.
Firm Specialties :
Retirement Planning, Wealth Management, Financial Advisor Training, Financial Planning, and Generational Planning
About the Role
The Medicare Specialist will play a vital role in supporting clients by providing expert guidance on Medicare options. This position involves evaluating various Medicare plans, offering personalized advice, and assisting clients in selecting the best healthcare coverage to align with their needs and financial objectives.
Responsibilities :
- Provide personalized Medicare counselling to clients, ensuring they understand their options.
- Evaluate different Medicare plans, including Parts A, B, C, and D, to help clients make informed decisions.
- Assist clients in navigating Medicare enrolment and coverage adjustments.
- Stay up to date with Medicare regulations, insurance policies, and industry trends.
- Collaborate with financial advisors to integrate healthcare coverage decisions into broader financial strategies.
- Address client inquiries, resolve concerns, and provide ongoing support for Medicare-related matters.
Requirements :
