Role Description
As a Licensed Medicare Sales Representative, you'll assist clients in evaluating and enrolling in the best Medicare plans to meet their needs. You'll manage outbound and inbound calls, educate clients about Medicare, and convert leads into sales. You'll be responsible for maintaining a sales pipeline, building long-term relationships, and exceeding performance goals.
Job Duties and Responsibilities
• Evaluate client needs and recommend Medicare plans.
• Conduct plan reviews, guide enrollment, and educate on Medicare eligibility and options.
• Prospect new (warm) leads, handle inbound/outbound calls, and drive sales.
• Maintain a strong client pipeline and ensure high-quality follow-up.
• Meet and exceed sales goals and metrics.
• Use CRM tools for managing client information and tracking progress.
• Stay updated on industry trends, products, and compliance regulations.
Qualifications
• Active Health & Life license in your resident state. California license is a plus.
• Current AHIP certificate required before starting.
• Bilingual in Spanish.
• 3+ years of inbound/outbound sales experience, preferably in a call center environment.
• Associates degree in Business or related field.
• Job stability and tenure in previous roles.
• Strong phone presence and communication skills.
• Proficient in CRM Software and Microsoft Office.
• Self-motivated, tech-savvy, and coachable.
• Ability to work in a fast-paced, goal-oriented environment.
• Strong interest in the insurance industry is essential.
Requirements
• All Medicare Sales Representatives must comply with CDI regulations, continuing education, and renewal requirements.
• Complete the annual AHIP test with a passing score.
• Employees must comply with all Centers for Medicare and Medicaid Services (“CMS”) regulations.
Benefits
• Competitive hourly base pay with monthly performance-based bonuses. Potential to earn $70,000k-$115,000k+ annual monetary compensation (base pay and bonuses).
• Health insurance (medical, dental, vision) with 75% employer paid.
• Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness).
• 401(k) plan with matching and profit-sharing.
• Paid vacation, sick time, and company holidays, including the week of Christmas.
• Positive work environment with room for growth.
• No cold calls, all warm leads.
• Work remotely with company-provided equipment.
Working Conditions
• Stationary role, operating a computer and office equipment.
• Light lifting (up to 25 lbs.).
• REMOTE in the U.S. (only if the candidate lives 30+ miles away from the La Jolla, CA office or 50+ miles away from the Brentwood, TN office).
• This position works off the Pacific Time Zone schedule of 8:30am-5:15pm PST.
What We’re Looking For
• Want It:
You genuinely want to be in this role and thrive in a sales-driven environment. You’re motivated by helping clients make informed decisions about their Medicare options and enjoy working toward measurable goals.
• Get It:
You fully understand what success looks like in this role. You grasp the importance of timely follow-up, accurate CRM management, and effective communication.
• Capacity to Do It:
You have the skills, experience, and bandwidth to excel. This means strong organizational abilities, resilience under pressure, and the ability to manage multiple priorities without sacrificing quality.
Our Core Values
• Client-Centric Service: Always put the client first.
• Integrity: Do the right thing, every time.
• Positivity: Bring energy and optimism to every interaction.
• Growth Mindset: Embrace learning and continuous improvement.
Ready to take the next step in your career with a growing company that values teamwork and making a difference? Apply now to join My Senior Health Plan and help us serve the Medicare-eligible population!
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