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Independent Medicare Agent – New to Medicare
Connie Health. Build an independent Medicare and Life insurance sales 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. Strong ability to build relationships, close sales, and adhere to Medicare Communications & Marketing Guidelines.
Highest-signal resume keywords
Active Health LicenseMedicare Sales ExperienceAHIP CertificationSales ProficiencyCustomer Relationship Management
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 FundamentalsPlan TypesEnrollment PeriodsCompliance RequirementsSales TechniquesQuotingClosing SalesDigital Tools ProficiencyPhone SalesLead Generation
Soft Skills
Entrepreneurial MindsetSelf-StarterCoaching ParticipationRelationship BuildingCommunication Skills
Tools & Technologies
Connie Health Agent PlatformSales PlatformsDigital Tools
Certifications & Qualifications
Active Health LicenseAHIP Certification
Industry Keywords
MedicareLife InsuranceAnnual Enrollment PeriodMedicare Communications & Marketing GuidelinesCustomer Service
About the role
Key responsibilities & impact- Build an independent Medicare and Life insurance sales 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 provided leads
- Use the Connie Health Agent Platform for quoting and enrollment
- Work with a Market Lead for coaching and support
- Serve seniors by helping them find suitable Medicare coverage and healthcare solutions
- Attend to pre-scheduled qualified appointments and optionally receive inbound leads through phone shifts
- Build relationships and close sales
- Participate in coaching, call shadowing, and practice sessions
- Focus on sales while Connie’s internal Medicare Advisor team handles 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
- Customer service or healthcare experience alone does not qualify
- New to Medicare; no prior Medicare sales experience required, or less than one year of Medicare sales experience
- Entrepreneurial self-starter with a go-getter mindset
- Comfortable using the phone, sales platforms, and digital tools
- Ready to make the most of the Annual Enrollment Period
- Committed to following Medicare Communications & Marketing Guidelines (MCMG)
- Comfortable with commission-based pay with no hourly pay or base salary
Benefits
Comp & perks- Uncapped commission-based earning potential
- Weekly advances on eligible sales
- Renewal income that grows with your book of business
- 100% pass-through of commission received on self-generated business
- Onboarding stipend upon completion of Connie Academy
- Sales bonuses at first sales milestones
- Pre-scheduled, qualified appointments and provided leads
- Optional phone shifts for inbound leads
- Connie Health Agent Platform with recommendation and quoting tools
- Connie Academy training with live Zoom sessions and self-paced study
- Coaching, call shadowing, and practice sessions
- Internal operations support
- Errors and omissions (E&O) coverage
- Ongoing internal Medicare Advisor customer support
- Collaborative, supportive community