About The Position

The Medicare Sales Manager – Territory Lead is responsible for driving Medicare sales performance while leading, coaching, and enabling a team of Medicare agents within an assigned territory. This role is a player-coach leader who balances direct sales leadership with operational ownership. The Sales Manager is responsible for helping agents achieve enrollment goals while also building the tools, processes, and reporting needed to scale the Medicare sales organization. The ideal candidate thrives in lean, fast-moving environments and has experience working with smaller teams with limited resources, where leaders are expected to take ownership and build infrastructure that enables growth. This includes developing reporting dashboards, job aids, training materials, operational templates, and process improvements. In addition to managing agent performance, Sales Managers serve as subject matter experts (SMEs) in key operational areas and lead cross-functional initiatives that support agent development, partner onboarding, and organizational growth. We are looking for leaders who enjoy building and scaling sales organizations—not simply managing established ones.

Requirements

  • 5+ years of Medicare sales experience with a track record of driving enrollment growth
  • 2+ years leading or coaching Medicare agents
  • Demonstrated experience building sales processes, reporting, or operational systems
  • Active health insurance license
  • Strong knowledge of Medicare products, compliance, and carrier processes
  • Must live in Mid-Atlantic / Northeast Regions. Driving distance to airport less than 1 hour and/or (direct flights to Boston, NY, Baltimore)

Nice To Haves

  • Experience in lean or high-growth environments where leaders build infrastructure
  • Experience with CRM systems, dashboards, and sales analytics
  • Experience supporting new market or partner launches

Responsibilities

  • Own Medicare sales performance across the territory (appointments, conversions, enrollments, retention)
  • Lead and coach agents across virtual and in-person channels
  • Step in to sell during peak demand or coverage gaps
  • Ensure consistent execution of the sales process and high-quality member experience
  • Design and build sales reporting, dashboards, and KPI frameworks
  • Develop and standardize sales processes, workflows, and operating rhythms
  • Create job aids, templates, and training resources to drive consistency and scale
  • Identify inefficiencies and implement process improvements across the sales org
  • Partner with operations, marketing, and technology to improve systems and automation
  • Coach agents on consultative sales, compliance, and performance improvement
  • Support recruiting, hiring, onboarding, and ramp of new agents
  • Drive accountability to performance standards and KPIs
  • Serve as a subject matter expert on Medicare products, compliance, and carrier processes
  • Support agent certification, contracting, and ongoing readiness
  • Support onboarding and success of credit union partners
  • Drive member engagement through events, webinars, and branch activity
  • Ensure operational readiness for new market and partner launches
  • Lead cross-functional initiatives and special projects (process, tools, launches)
  • Act as an escalation point for complex agent or operational issues
  • Own key SME areas (e.g., analytics, onboarding, training, recruiting) that support broader organizational scale

Benefits

  • Employees receive a total compensation package including base salary, policy incentive commission, options, health benefits (healthcare, vision, and dental), paid time off + holidays, and 401k with employer contribution.
  • You may choose the technology you need to help you excel in your role.
  • You will work in a flexible environment with an impact-driven, high-growth team that is changing the future of retirement healthcare.
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