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Independent Medicare Agent, Licensed
Connie Health. Build an independent Medicare and Life insurance business .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Medicare and Life Insurance sales, utilizing the Connie Health Agent Platform for quoting and enrollment. Committed to compliance with Medicare Communications & Marketing Guidelines while building and maintaining a successful independent business.
Highest-signal resume keywords
Active Health LicenseProven Sales Track RecordMedicare Communications & Marketing Guidelines ComplianceConnie Health Agent Platform ProficiencyAHIP Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Medicare SalesLife Insurance SalesSales TechniquesQuotingEnrollment Processes
Soft Skills
Self-StarterGo-Getter MindsetCustomer Service OrientationCommunication SkillsCoaching and Support Engagement
Tools & Technologies
Connie Health Agent PlatformSales PlatformsDigital Tools
Certifications & Qualifications
Active Health LicenseAHIP Certification
Industry Keywords
MedicareLife InsuranceAnnual Enrollment PeriodCompliance RequirementsBook of Business
About the role
Key responsibilities & impact- Build an independent Medicare and Life insurance business
- Complete Connie Academy training covering Medicare fundamentals, plan types, enrollment periods, compliance requirements, and Connie’s leads and tools
- Sell Medicare and Life insurance using company-provided leads
- Use the Connie Health Agent Platform for quoting and enrollment
- Work with a Market Lead for coaching and support
- Help seniors find appropriate Medicare coverage and healthcare solutions
- Attend optional inbound-lead phone shifts
- Build and maintain a book of business
- Focus on sales while internal teams handle technical, platform, and post-sale customer support
Requirements
What you’ll need- Active health license required; life-only or P&C-only licenses do not qualify
- AHIP certification can be completed after starting
- Proven track record in sales required, such as retail, auto, wireless, mortgage, insurance, or inside sales
- Customer service or healthcare experience alone does not qualify
- No prior Medicare sales experience required; if Medicare has been sold, less than one year of experience
- Self-starter with a go-getter mindset who wants to build an independent business
- Comfortable using the phone, sales platforms, and digital tools
- Eager to make the most of the Annual Enrollment Period
- Commitment to following Medicare Communications & Marketing Guidelines (MCMG)
- Comfortable with commission-based pay and income based entirely on commissions and bonuses
Benefits
Comp & perks- Uncapped commission-based earning potential
- Onboarding stipend upon completing Connie Academy
- Sales bonuses upon reaching first sales milestones
- Weekly advances on eligible sales
- Renewal income that grows with the book of business
- 100% pass-through of commissions received on self-generated business
- Pre-scheduled, qualified appointments and company-provided leads
- Optional phone shifts for inbound leads
- Connie Health Agent Platform with recommendation and quoting tools
- Training through live Zoom sessions and self-paced study
- Coaching, call shadowing, and practice sessions
- Ongoing support from an internal operations team
- E&O coverage provided
- Internal Medicare Advisor team handles post-sale customer support
- Collaborative and supportive community