Medicare Sales Representative

About the position

Connie 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. As we expand into new and existing markets, we’re seeking a Medicare Sales Representative.

Responsibilities

• Serve as a trusted advisor to Medicare beneficiaries, helping them confidently navigate their insurance options
• Conduct in-depth needs assessments via phone to understand each client's healthcare and coverage requirements
• Educate clients on Medicare options, election periods, and available services to help them make informed decisions
• Match beneficiaries with the most suitable health plans based on their unique needs
• Guide clients through the enrollment process with care, accuracy, and personalized support
• Build meaningful relationships while delivering excellent, solutions-focused customer service
• Qualify inbound leads and create new sales opportunities through proactive engagement
• Consistently meet or exceed sales goals while tracking performance and progress
• Stay current on CMS regulations, HIPAA policies, and Medicare compliance requirements
• Accurately document all sales and service activities in the CRM system
• Collaborate with managers, trainers, and team members to refine skills and achieve individual and team goals
• Support additional duties and special projects as needed

Requirements

• 2–3 years of Medicare sales experience
• Active Health & Life Insurance License
• Current AHIP certification
• Strong technical skills and comfort using multiple systems (iOS, Salesforce, Five9, Slack preferred)
• Excellent verbal and written communication skills
• Bilingual a plus

Benefits

• Generous vacation policy and paid holidays
• Comprehensive health insurance coverage
• 401(k) with company match
• A collaborative, mission-driven, and innovative culture
• Remote work flexibility and growth opportunities