Licensed Medicare Advisor

AmeriLife; Melville (NY); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Base salary $50,000

Uncapped commissions

Medical and Dental insurance

401(k)

Job summary

Plan Medicare is seeking a licensed, client-focused sales agent to help individuals turning 65 or transitioning onto Medicare navigate plan options and enrollment decisions.

Ideal candidates will have a NY Life & Health license, AHIP certification, and 2+ years in Medicare sales or related advisory roles. This role offers uncapped commissions and a path to build a large, long-term book of business while helping clients manage long-term coverage.

Qualifications

• Active New York Life & Health Insurance License is required.
• AHIP certification (or willingness to obtain annually).
• 2+ years of Medicare sales or health insurance advisory experience preferred.
• Strong communication and consultative selling skills.
• Ability to explain complex Medicare concepts clearly.
• Highly organized with attention to compliance requirements and CRM usage.
• Self-motivated with the ability to work independently while contributing to a team.

Responsibilities

• Educate clients on Medicare Parts A, B, C, and D, and Medigap options.
• Conduct consultations to assess healthcare needs, budget, and coverage preferences.
• Present plan options across multiple carriers and provide unbiased recommendations.
• Assist clients with applications and enrollments while ensuring CMS and carrier compliance.
• Maintain accurate documentation of all client interactions in CRM systems.
• Follow up with new leads and client referrals promptly and professionally.
• Support clients with ongoing service needs including plan changes and billing questions.
• Build long-term relationships to drive retention and referrals.
• Stay up to date on Medicare regulations and policy changes.
• Collaborate with Plan Medicare team to ensure a seamless client experience.

Skills

Medicare sales

Communication skills

CRM systems

Independent worker

Attention to detail

Compliance knowledge

Job description

Plan Medicare is seeking a licensed, client-focused sales agent to help individuals turning 65 or transitioning onto Medicare navigate plan options and enrollment decisions.

Ideal candidates will have a NY Life & Health license, AHIP certification, and 2+ years in Medicare sales or related advisory roles. This role offers uncapped commissions and a path to build a large, long-term book of business while helping clients manage long-term coverage.