Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Industry: Financial Services
Company Size: 2-10 employees

Clarity Financial Solutions

Savvy Admin PROD

**Medicare & Health Insurance Specialist (Medicare + ACA) | Client Educator **

**Clarity Financial Solutions | Greenville, SC (with some flexibility) **

At **Clarity Financial Solutions **, we believe people deserve clarity—not confusion—when making some of the most important financial and healthcare decisions of their lives.  We are seeking a **Medicare & Health Insurance Specialist ** who is passionate about educating individuals on both **Medicare and ACA (Affordable Care Act) health insurance options **, while naturally connecting those conversations to broader retirement and financial planning.

This is not a transactional sales role.

This is a **relationship-driven, education-first position ** within a collaborative, growing firm

**What You’ll Do **

- Educate individuals on:

- **Medicare ** (Parts A, B, D, Supplements, Medicare Advantage)

- **ACA Marketplace plans ** (subsidies, income planning, coverage options)

- Conduct one-on-one consultations focused on clarity and guidance—not pressure

- Assist clients with enrollment and provide ongoing annual reviews (Medicare & ACA)

- Help clients understand how healthcare decisions impact:

- Retirement income

- Taxes (**IRMAA + ACA subsidy planning **)

- Early retirement transitions (pre-65 planning)

- Long-term care considerations

- Identify opportunities where clients may benefit from broader financial planning and **gracefully introduce them to the Clarity team **

- Participate in seminars, workshops, and community education events

- Build relationships with local professionals and organizations

**Who You Are **

- A natural educator—you simplify complex topics with ease

- Relationship-driven—you care about people, not just policies

- Team-oriented—you want to be part of a mission-driven firm

- Confident communicator without being sales-driven or pushy

- Organized, proactive, and dependable

- Comfortable in both one-on-one and group education settings

**Qualifications **

- Life & Health Insurance License (required or willing to obtain quickly)

- Experience with **Medicare and/or ACA plans ** preferred

- Background in healthcare, education, or client service is a strong plus

- Strong communication, listening, and problem-solving skills

**Compensation & Growth **

- Base salary + bonus/commission structure

- Opportunities to grow into expanded client relationship or advisory roles

- Ongoing training, mentorship, and support from an experienced team

- Ability to be part of a growing firm with long-term career potential

**Why Clarity **

At Clarity, we don’t just help people choose insurance—we guide them through life transitions.

You’ll be part of a team that:

- Leads with education and integrity

- Builds long-term, trusted relationships

- Integrates healthcare decisions into a broader financial strategy

- Values collaboration, growth, and doing what’s right for the client

**If This Sounds Like You… **

We’d love to meet you.

Please send your resume and a brief note about why this role resonates with you to:Amanda@clarityfinsolutions.com

Medicare & Health Insurance Specialist (Medicare + ACA) | Client Educator

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