Social Security Specialist / Retirement Benefit Advisor (Remote)

Do you have a background in the Social Security realm?

Do you love helping people?

Are you organized and enjoy being on the phone?

Do you quickly connect with others and build trust in relationships?

If so, The Medicare Coach is ready to hire you for their rapidly expanding company.

The Medicare Coach uses their expertise to help people navigate the complex world of Retirement as it pertains to Social Security and Medicare decisions. We help celebrities, doctors, teaches, and everyone in between.Our goal is to help our clients do what’s best for them to protect their retirement savings while still having access to the best healthcare in the country.

You are the ideal candidate for this full-time position if you have a history in Social Security, passion for helping people, a positive attitude, and a hunger for learning. (You DO NOT need any knowledge about Medicare -- we will train you!!) You look forward to spending most of your time emailing or on the phone with clients, managing processes and keeping others on track.

Your mature voice is naturally confident, and you can easily build a trusting relationship with people. You’re naturally empathetic and comfortable talking about emotional situations (like a widowed spouse or a catastrophic illness), while also maintaining the appropriate amount of professional distance.

You thrive when you have a great deal of autonomy and know how to hold yourself accountable. You are detail-orientated, organize your time well, and naturally keep yourself on track. You also enjoy working with a team and helping each other problem-solve when a client’s situation is tricky to ensure you aren’t missing something.

Former teaching or health care experience is a plus but not required.

Offer Details

This is a full-time remote position. In-person training will be done in Colorado Springs or Denver. Company hours are 8 a.m. to 5 p.m. MT.

Responsibilities (tasks associated with the role)

Help clients understand Social Security and Medicare rules to protect their health care rights and retirement savings.Research and provide recommendations to help clients make the right Medicare decisions, including when to join Medicare and which plans are best for them.Answer client Social Security and Medicare questions via phone and email.Provide client confidence as they go through an overwhelming and life changing event.

Requirements (expected proficiencies to excel in this role)

This position is for a person who:Has 5+ years of adult work experience (post-college if you graduated)CoachableReady to learn basic Medicare and insurance principlesGenuine interest and ability to connect with seniorsHighly organized and detail-orientedCalm demeanor and can work under the pressure of tight deadlinesExceptional customer service skillsDesire to help clients with life-altering decisionsConfident communication and presentation skillsHigh level of integrityCompassionate in difficult conversationsDesire to work in a dynamic, fun, and fast-paced team environment

Additional RequirementsKnowledge of PowerPoint, Word, and ExcelAbility to type at least 50 WPMBasic math skillsBased in the United StatesReliable phone and internet connectionWilling to show up to work looking professional “on top” (professional Zoom dress required)

This position is NOT for someone who:Lives internationallyHas difficulty not emotionally taking work home with themWants a serious, “all business” work environmentNeeds to be micro-managedIs not a team player

Current TeamCEO & IntegratorConcierge (client onboarding) & administrative assistantMarketing AssistantCustomer Success CoordinatorSystems ManagerCoach team (currently 5)

About the Company

The Medicare Coach’s core focus is to educate, guide and advise people to help them easily make the right Medicare decisions to protect their healthcare and finances.

The Medicare Coach is the only advisory service of its kind, being completely unbiased in our guidance and providing simplified, expert level knowledge that brings complete peace of mind to our clients. The Medicare Coach has clients in all 50 states, the Virgin Islands and even 10 countries!

Learn more about the company

The cultural pillars of the company include:Strive for Excellence - We will strive for continuous improvement. We will produce the best products and deliver the best services that we are capable of providing.Pursue learning, growth, and change - We will challenge our knowledge, the process, the product, and our opinions. We will foster an environment of team spirit, never challenging the person, but challenging the problem or opportunity. We will look for new opportunities to learn and grow. We will speak up when we do not understand or do not agree with others. We strive to be known as thought leaders and innovators in Medicare.Community of inclusion - We create respectful relationships with both our clients and colleagues, while providing a trusted space for people of all genders, ethnicities, sexual preferences, and health conditions.Passion for helping - We enjoy helping people. We strive to make our clients feel heard so we can help them reach their goals. We go the extra step (within reason) to help solve a problem or answer a question for our clients and company.

Job Type: Full-timePay: $19.00 - $25.00 per hour

Benefits:401(k)401(k) matchingDental insuranceHealth insurancePaid time offVision insurance

Compensation package:Bonus opportunities

Weekly schedule:Monday to Friday

Work setting:Hybrid work