Medicare Sales Agent

Central California Alliance for Health; Santa Cruz (CA); On-site; USD 60,000 - 106,000; Full time

Job summary

Join a leading non-profit organization as a Medicare Sales Agent, where you'll play a crucial role in expanding membership in the Medicare D-SNP program. This hybrid position requires a blend of field engagement and telephonic outreach, focusing on consultative sales and member needs. You'll collaborate with a dedicated team to influence sales operations and outreach strategies while ensuring compliance with Medicare regulations. Ideal candidates are bilingual, possess strong sales skills, and have a background in healthcare or insurance. Enjoy competitive benefits and the opportunity to make a community impact.

Benefits

Medical, Dental, and Vision Plans

Paid Time Off and Holidays

Retirement and Deferred Compensation Plans

Health and Wellness Programs

Onsite EV Charging Stations

Qualifications

• Must obtain a license to sell Accident and Health insurance within three months.
• AHIP certification required within three months.

Responsibilities

• Increase membership in the Medicare D-SNP program through sales.
• Develop a sales network for outreach opportunities.
• Support Medicare Sales Department activities.

Skills

Bilingual in English/Spanish

Consultative sales skills

Collaborative communication

Education

Bachelor's degree in Business, Marketing, Healthcare Administration

Tools

CRM tools

Job description

Medicare Sales Agent

Location: Mariposa County, California; Merced County, California; Monterey County, California; San Benito County, California; Santa Cruz County, California

ABOUT THE POSITION & TEAM

We have four opportunities to join the Alliance as a Medicare Sales Agent in the Medicare Administration Department. The Medicare Administration team at the Alliance is small but mighty! Consisting of just a handful of talented and dedicated individuals, this team works cross-functionally. The Alliance is standing up a D-SNP program effective January 1, 2026. As part of a newly formed Medicare Sales team, this role offers the opportunity to influence sales operations, outreach strategy, and member experience from the ground up. The Medicare Sales Agent position will split time between field-based engagement (presentations, tabling, events) and telephonic outreach.

This role will require periodic travel within Alliance service counties (Mariposa, Merced, Monterey, San Benito, and Santa Cruz).

WHAT YOU'LL BE RESPONSIBLE FOR

• Increasing membership in the Alliance Medicare D-SNP program through direct sales and marketing of Alliance Medicare products to dual-eligible, Medicare/Medi-Cal recipients within the assigned service area.
• Developing a sales network to generate leads and provide outreach opportunities.
• Supporting Medicare Sales Department activities and programs.

THE IDEAL CANDIDATE

• Bilingual in English/Spanish or English/Hmong.
• Consultative sales skills focusing on member needs and plan fit rather than just making a sale.
• Background or genuine interest in Medicare sales.
• Ability to communicate complex products simply for diverse audiences.
• Experience with CRM tools, lead nurturing, and follow-up.
• Collaborative and professional communication style, building productive relationships.

WHAT YOU'LL NEED TO BE SUCCESSFUL

• Knowledge of:
• The Medicare program and related regulations.
• CMS regulations related to Medicare sales.
• Sales principles and practices in a highly regulated industry.
• Ability to:
• Quickly develop in-depth knowledge of Alliance Medicare and Medi-Cal products and networks.
• Identify and qualify prospective members accurately.
• Assess insurance needs and recommend coverage.
• Execute sales strategies and meet program goals.
• Education and Experience:
• Within three months of hire, possess and maintain a license to sell Accident and Health or Sickness insurance issued by the California Department of Insurance.
• Within three months of hire, possess and maintain current AHIP certification.
• Bachelor's degree in Business, Marketing, Healthcare Administration, or related field, with at least five years of relevant experience, or equivalent combination of education and experience.

OTHER INFORMATION

• Hybrid work environment; remote interviews via Microsoft Teams.
• Attendance at quarterly company-wide or department meetings may be required.
• In-office or community presence may be needed based on business needs, discussed during interviews.

The full compensation range varies by location:

• Zone 1 (Bay Area, Sacramento, Los Angeles, San Diego): $66,000 - $105,602 USD
• Zone 2 (Fresno, Bakersfield, Central Valley, Eastern California, Eureka): $60,060 - $96,096 USD

OUR BENEFITS

Available for employees working more than 30 hours/week, with some benefits pro-rated for part-time staff. Benefits unavailable to temporary employees while on assignment.

• Medical, Dental, and Vision Plans
• Paid Time Off and Holidays
• Retirement and Deferred Compensation Plans
• Health and Wellness Programs
• Onsite EV Charging Stations

ABOUT US

We are over 500 dedicated employees committed to accessible, quality healthcare guided by innovation. Our work makes a community impact. Join us at Central California Alliance for Health, a regional non-profit serving Mariposa, Merced, Monterey, San Benito, and Santa Cruz counties. Learn more via our Fact Sheet.

We are an equal opportunity employer and participate in E-Verify. Currently, we do not sponsor visas; applicants must be authorized to work in the U.S. full-time without sponsorship.