Medicare & Health Insurance Specialist (Medicare + ACA) | Client Educator
2 - 5 years
Greenville, SC
Part-time
Onsite
1 month ago
About the role
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
Who You Are
Qualifications
Compensation & Growth
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:
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:[email protected]
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:[email protected]
Skills
Financial ServicesHealth Care Provider