Serve as a trusted advisor to Medicare beneficiaries, helping them confidently navigate their insurance options
Conduct in-depth needs assessments via phone to understand each client's healthcare and coverage requirements
Educate clients on Medicare options, election periods, and available services to help them make informed decisions
Match beneficiaries with the most suitable health plans based on their unique needs
Guide clients through the enrollment process with care, accuracy, and personalized support
Build meaningful relationships while delivering excellent, solutions-focused customer service
Qualify inbound leads and create new sales opportunities through proactive engagement
Consistently meet or exceed sales goals while tracking performance and progress
Stay current on CMS regulations, HIPAA policies, and Medicare compliance requirements
Accurately document all sales and service activities in the CRM system
Collaborate with managers, trainers, and team members to refine skills and achieve individual and team goals
Support additional duties and special projects as needed

2–3 years of Medicare sales experience
Active Health & Life Insurance License
Current AHIP certification
Strong technical skills and comfort using multiple systems (iOS, Salesforce, Five9, Slack preferred)
Excellent verbal and written communication skills
Bilingual a plus

Medicare Sales Representative

Key skills