Medicare Sales Representative

DescriptionAbout Connie HealthConnie Health is a fast-growing Medicare brokerage on a mission to empower older Americans to make confident, worry-free Medicare plan decisions. We offer a tech-enabled Medicare navigation platform that combines an AI-driven technology with local Medicare experts to help people select optimal healthcare plans and navigate their benefits. Our culture is mission-driven, collaborative, and innovative, as we strive to transform healthcare through data-driven insights and personalized guidance. We value Relationships First, Data-Driven decision making, and being Accountable in delivering unbiased, high-quality advice to our members.At Connie Health, we’re revolutionizing the way older Americans navigate Medicare.As we expand into new and existing markets, we’re seeking a Medicare Sales Representative.Role OverviewAs a Medicare Sales Representative, you will be assisting customers, primarily via phone, in selecting and enrolling in health insurance plans. This role may include handling inbound calls, providing product information, answering questions, and guiding customers through the enrollment process. You will be responsible for meeting sales targets, adhering to compliance standards, and providing a positive customer experience.What You’ll DoServe as a trusted advisor to Medicare beneficiaries, helping them confidently navigate their insurance optionsConduct in-depth needs assessments via phone to understand each client's healthcare and coverage requirementsEducate clients on Medicare options, election periods, and available services to help them make informed decisionsMatch beneficiaries with the most suitable health plans based on their unique needsGuide clients through the enrollment process with care, accuracy, and personalized supportBuild meaningful relationships while delivering excellent, solutions-focused customer serviceQualify inbound leads and create new sales opportunities through proactive engagementConsistently meet or exceed sales goals while tracking performance and progressStay current on CMS regulations, HIPAA policies, and Medicare compliance requirementsAccurately document all sales and service activities in the CRM systemCollaborate with managers, trainers, and team members to refine skills and achieve individual and team goalsSupport additional duties and special projects as neededRequirementsWhat You Bring2–3 years of Medicare sales experienceActive Health & Life Insurance LicenseCurrent AHIP certificationStrong technical skills and comfort using multiple systems (iOS, Salesforce, Five9, Slack preferred)Excellent verbal and written communication skillsBilingual a plusWhy Join Connie Health?Generous vacation policy and paid holidaysComprehensive health insurance coverage401(k) with company matchA collaborative, mission-driven, and innovative cultureRemote work flexibility and growth opportunitiesWe are proud to be an Equal Opportunity Employer and are committed to building a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.