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© All Rights Reserved. ApplyBlast.com
Financialgrade
A Senior Agent Services Specialist at Financial Grade supports licensed independent Medicare insurance agents by managing contracts, licenses, and onboarding processes. The role involves acting as a key liaison between agents, carriers, and company leadership to ensure compliance and operational efficiency. Responsibilities include coordinating shipments, scheduling training, maintaining records, and providing exceptional customer service within a sales-driven environment.
Headquarters
San Diego, California, United States
Company Size
11-50 employees
Founded
2009
Financial Grade (FG) is an independent insurance agency and field marketing organization (FMO) specializing in Medicare products and senior consulting. They deliver personalized insurance solutions for Medicare beneficiaries while supporting independent agents with carrier contracting, training, marketing and enrollment assistance. FG provides compliance guidance, plan comparisons and tools to simplify Medicare sales and servicing for advisors and brokerages. Their focus is helping seniors and agents navigate Medicare options to find the right coverage.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Financialgrade.
Financialgrade didn’t post a salary, so this is our estimate from similar listings.
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