Remote Insurance Sales Representative

Advocate Financial Life & Health Brokerage; Colorado; Remote; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking motivated Medicare Sales Agents for a remote role with unlimited earning potential. This position offers the chance to guide clients through their Medicare options and build meaningful relationships while achieving financial success. You will conduct consultations, generate leads, and ensure compliance with Medicare regulations. If you're passionate about helping individuals navigate their healthcare choices and have strong sales acumen, this is the opportunity you've been waiting for. Join a dynamic team and make a real impact in the healthcare experience for clients.

Qualifications

• Proven experience in Medicare, Life or Annuities sales is preferred.
• Excellent verbal and written communication skills are essential.

Responsibilities

• Conduct consultations to assess client healthcare needs and Medicare eligibility.
• Generate leads through referrals, community outreach, and networking.

Skills

Verbal Communication

Written Communication

Interpersonal Skills

Sales Skills

Lead Generation

Education

Medicare Certification (AHIP)

Tools

CRM Software

Microsoft Office

Job description

Remote Role

1099 Contract Role

Commission-Only + Uncapped Commissions + Residuals

Job Overview: Are you a driven and passionate sales professional looking to make a real impact? Advocate Financial is on the lookout for motivated Medicare Sales Agents to be part of our dynamic and growing team. This is your chance to step into a rewarding career where you’ll help individuals navigate their Medicare options with confidence—while enjoying unlimited earning potential and exciting growth opportunities.

In this role, you’ll be the trusted advisor for clients, guiding them through Medicare plans with expert knowledge and personalized support. If you thrive on building meaningful relationships, delivering exceptional service, and achieving financial success, this is the opportunity you've been waiting for!

Key Responsibilities:

Client Consultation:

• Conduct thorough consultations with potential clients to assess their healthcare needs and determine eligibility for Medicare plans.
• Explain features, benefits, and coverage options of various Medicare plans to help clients make well-informed decisions.
• Develop and deliver compelling sales presentations that effectively highlight the advantages of specific Medicare plans.
• Address client questions and concerns with clear and concise information.

Compliance:

• Stay up to date on changes in Medicare regulations and guidelines to ensure compliance with all applicable laws.
• Adhere to ethical standards and company policies in all sales activities.

Lead Generation:

• Proactively generate leads through various channels, including referrals, community outreach, and networking.
• Utilize marketing materials and strategies to attract potential clients.

Relationship Building:

• Establish and maintain strong relationships with clients to foster trust and long-term loyalty.
• Follow up with clients to address post-sales inquiries and ensure satisfaction.

Documentation and Record Keeping:

• Accurately complete and submit all necessary paperwork for Medicare applications.
• Maintain detailed records of client interactions and transactions.
• Work collaboratively with internal teams, including underwriting and customer service, to ensure seamless processes for clients.

Qualifications:

Licensing: (License is required for the role)

• A health insurance license is not required to apply. Candidates can choose to obtain their license independently if desired.
• Medicare certification (AHIP) is highly desirable.

Experience:

• Proven experience in Medicare, Life or Annuities sales or a related field is preferred.

Communication Skills:

• Excellent verbal and written communication skills.
• Ability to explain complex information in a clear and understandable manner.

Interpersonal Skills:

• Strong interpersonal skills with the ability to build rapport and trust with clients.

Technology Proficiency:

• Proficient in using CRM software, Microsoft Office, and other relevant tools.

Compensation:

• Commission-only

Uncapped earning potential + Residuals

If you are passionate about helping individuals navigate their healthcare choices and have a strong sales acumen, we invite you to apply for this challenging and rewarding Medicare Sales Agent position with Advocate Financial. Join our team and contribute to improving the healthcare experience for our clients.