Silvur

Account Executive

• Serve as the primary product expert for Silvur's retirement planning platform across all active credit union partners
• Design and deliver scalable training programs for credit union staff, in-branch teams, and executive stakeholders
• Translate the platform's retirement-education tools — Social Security, Medicare, housing, and the Retirement Score — into clear, actionable guidance tailored to each partner's member base and operational context
• Build repeatable enablement materials, playbooks, and resources that can be deployed efficiently across a large partner portfolio
• Own the ongoing relationship for a portfolio of credit union platform partners, serving as the primary point of contact for product questions, support escalations, and program optimization
• Lead with executive presence — you'll be interacting daily with the C-suite at credit unions, and knowing how to serve and engage them will be critical to your success
• Manage quarterly business reviews and proactive check-ins to surface adoption gaps, celebrate wins, and align on goals
• Customize referral workflows and program configurations to match each partner's systems and preferences
• Identify and act on opportunities to deepen product usage within existing accounts — including introducing the Medicare program, which platform partners can adopt with no additional platform sale required
• Lead new partner onboarding end to end — from kickoff through full program deployment — with a structured, education-first approach
• Coordinate project timelines, training delivery, and onboarding documentation across internal and partner teams
• Serve as the connective tissue between credit union stakeholders (marketing, operations, executive sponsors) and Silvur's internal teams
• Establish and monitor referral tracking, engagement metrics, and product utilization data across the portfolio
• Surface insights and trends to internal teams; translate partner feedback into actionable product and process recommendations
• Partner with operations, product, and marketing teams to improve member outcomes and influence the product roadmap

Account Executive – Platform Partnerships

Insurance

• Provide excellent member service aligned with Silvur and credit union objectives.
• Identify risk management strategies and sales opportunities for Medicare products.
• Engage with members through referrals, develop new client relationships, and manage existing relationships.
• Collaborate with wealth management advisors to provide strategic financial planning tailored to members' goals.
• Maintain a thorough knowledge of all Medicare insurance product offerings.
• Conduct periodic client reviews and service existing clients to ensure satisfaction and compliance.
• Maintain client records consistent with federal/state regulations and carrier policies.
• Refer members to credit union deposit and loan products as appropriate.
• Mentor new agents as requested.
• Collaborate cross-functionally to recommend member risk management strategies.
• Stay current on licenses and certifications, completing annual continuing education.
• Exhibit self-motivation and discipline to succeed in a fast-paced sales environment.
• Travel periodically for training and meetings.
• Perform other duties as assigned.
• Be accountable for meeting or exceeding benchmark KPIs including quoting, enrollment, and effectuation rates.
• Maintain persistency and compliance standards in accordance with company and carrier requirements.
• Ensure timely and accurate documentation to support Medicare sales and enrollment processes.
• Consistently manage a book of business with a focus on member satisfaction and retention.

Life and Health Insurance Agent

Affiliate Manager

• Provide exceptional member service aligned with Silvur and credit union objectives, ensuring a high-quality, trusted client experience.
• Proactively identify risk management strategies and drive new sales opportunities for Medicare products.
• Actively engage in community outreach efforts, including local events, partnerships, and educational initiatives to build brand presence and generate leads.
• Develop and deliver webinar presentations and educational sessions to inform and attract prospective and existing members.
• Build and maintain a robust pipeline by engaging with members through referrals, cultivating new client relationships, and managing ongoing relationships.
• Maintain deep knowledge of all Medicare insurance products and stay current with market trends and carrier offerings.
• Conduct periodic client reviews to ensure satisfaction, retention, and compliance with all regulatory requirements.
• Maintain accurate and compliant client records in accordance with federal/state regulations and carrier policies.
• Utilize technology and CRM tools effectively to track activity, manage leads, automate follow-ups, and enhance client engagement.
• Demonstrate strong organizational skills and disciplined follow-up communication, ensuring no opportunities or client needs are overlooked.
• Refer members to appropriate credit union financial advisors and loan products to support holistic financial wellness.
• Mentor and support new agents as requested, contributing to team development and success.
• Maintain all required licenses and certifications, completing continuing education annually.
• Exhibit high self-motivation, resilience, and discipline in a fast-paced, performance-driven sales environment.
• Travel periodically for training, meetings, and community engagement opportunities.
• Meet or exceed benchmark KPIs, including quoting, enrollment, and effectuation rates.
• Maintain persistence while adhering to all compliance standards set by the company and carrier partners.
• Ensure timely, accurate documentation supporting all Medicare sales and enrollment activities.
• Effectively manage and grow a book of business with a focus on client retention, satisfaction, and long-term relationship building.
• Perform other duties as assigned.

Licensed Medicare Insurance Agent

Product Specialist

• Serve as the primary product expert for Silvur’s Medicare platform across all active credit union partners
• Design and deliver scalable training programs for credit union staff, in-branch teams, and executive stakeholders in collaboration with local Silvur Medicare agents
• Translate complex Medicare product features into clear, actionable guidance tailored to each partner’s member base and operational context
• Build repeatable enablement materials, playbooks, and resources that can be deployed efficiently across a large partner portfolio
• Own the ongoing relationship for 16+ credit union partners, serving as the primary point of contact for product questions, support escalations, and program optimization
• Ability to lead with executive presence. Teammate will be interacting daily with the C-suite at credit unions. Knowing how to serve and engage them will be critical to your success
• Manage quarterly business reviews and proactive check-ins to surface adoption gaps, celebrate wins, and align on goals
• Customize referral workflows and program configurations to match each partner’s systems and preferences
• Identify and act on opportunities to deepen product usage within existing accounts
• Lead new partner onboarding end-to-end — from kickoff through full program deployment — with a structured, education-first approach
• Coordinate project timelines, training delivery, and onboarding documentation across internal and partner teams
• Serve as the connective tissue between credit union stakeholders (marketing, operations, executive sponsors) and Silvur’s internal teams
• Establish and monitor referral tracking, engagement metrics, and product utilization data across the portfolio
• Surface insights and trends to internal teams; translate partner feedback into actionable product and process recommendations
• Partner with operations, product, and marketing teams to improve member outcomes and influence the product roadmap

Account Executive – Platform Partnerships

Life and Health Insurance Agent

Licensed Medicare Insurance Agent

Insurance Product Specialist