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Independent Medicare Agent – New to Medicare
Connie Health. Partner with Connie Health as an independent Medicare agent .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Medicare sales and compliance, with a strong ability to build and manage a book of business. Proficient in utilizing sales platforms and tools to effectively conduct sales appointments and close enrollments.
Highest-signal resume keywords
Active Health LicenseMedicare Sales ExperienceAHIP CertificationProven Track Record In SalesCommitment To Medicare Communications & Marketing Guidelines
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 QuotingEnrollment ProcessesCompliance Requirements
Soft Skills
Self-StarterGo-Getter MindsetComfortable Using PhoneEager To Work During Enrollment Period
Tools & Technologies
Connie Health Agent Platform
Certifications & Qualifications
Active Health LicenseAHIP Certification
Industry Keywords
MedicareInsurance SalesAnnual Enrollment PeriodBook Of BusinessMedicare Communications & Marketing Guidelines
About the role
Key responsibilities & impact- Partner with Connie Health as an independent Medicare agent
- Build an independent Medicare sales business with team support
- Complete Connie Academy training covering Medicare fundamentals, plan types, enrollment periods, compliance requirements, and Connie leads and tools
- Sell Medicare and Life insurance using company-provided leads
- Receive coaching and support from a Market Lead
- Use the Connie Health Agent Platform for quoting and enrollment
- Conduct sales appointments and close Medicare enrollments
- Participate in optional phone shifts to receive inbound leads
- Follow Medicare Communications & Marketing Guidelines
- Build and grow a book of business
- Serve New to Medicare customers and help seniors find suitable Medicare coverage and healthcare solutions
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
- No prior Medicare sales experience required; candidates with Medicare sales experience must have less than one year
- Self-starter with a go-getter mindset who wants to build their own business
- Comfortable using the phone, sales platforms, and digital tools
- Eager to work during the Annual Enrollment Period
- Commitment to following Medicare Communications & Marketing Guidelines (MCMG)
- Comfortable with commission-based pay and no hourly pay or base salary
Benefits
Comp & perks- Uncapped commissions
- Onboarding stipend upon completion of Connie Academy
- Sales bonuses upon reaching initial 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 leads provided by Connie Health
- Optional phone shifts for inbound leads
- Proprietary 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 with experienced agents
- Support from Western Asset Protection
- Internal operations team support for technical and platform questions
- E&O coverage provided
- Ongoing post-sale customer support from the internal Medicare Advisor team
- Flexible independent-agent business model