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Independent Medicare Agent – New to Medicare
Connie Health. Help older Americans navigate Medicare and find appropriate coverage and healthcare solutions .
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 strong relationship-building skills and a self-starter mentality to navigate client needs and compliance requirements effectively. Proficient in using sales platforms and digital tools to quote and enroll customers while adhering to Medicare Communications & Marketing Guidelines.
Highest-signal resume keywords
Active Health LicenseMedicare Sales ExperienceAHIP CertificationSales Platforms 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 Coverage NavigationLife Insurance SalesSales QuotingEnrollment ProcessesCompliance Knowledge
Soft Skills
Self-StarterGo-Getter MindsetRelationship BuildingCustomer Service OrientationCommunication Skills
Tools & Technologies
Connie Health Agent PlatformDigital Sales Tools
Certifications & Qualifications
Active Health LicenseAHIP Certification
Industry Keywords
MedicareAnnual Enrollment PeriodMedicare Communications & Marketing GuidelinesInsurance SalesHealthcare Solutions
About the role
Key responsibilities & impact- Help older Americans navigate Medicare and find appropriate coverage and healthcare solutions
- Build an independent Medicare and Life insurance sales business
- Complete Connie Academy training covering Medicare fundamentals, plan types, enrollment periods, compliance, leads, and tools
- Sell Medicare and Life insurance using company-provided leads
- Receive coaching and support from a Market Lead
- Quote and enroll customers using the Connie Health Agent Platform
- Focus on selling and relationship-building while internal teams handle technical, platform, and post-sale customer support
- Assist clients with Medicare coverage and enrollment decisions
Requirements
What you’ll need- Active health license required; life-only and 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
- No prior Medicare sales experience required; if Medicare has been sold, it must have been for less than one year
- 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 work during the Annual Enrollment Period
- Committed to following Medicare Communications & Marketing Guidelines (MCMG)
- Comfortable with commission-based pay; 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 provided leads
- Optional phone shifts for inbound leads
- Connie Health Agent Platform with recommendation and quoting tools
- Connie Academy training via live Zoom sessions and self-paced study
- Coaching, call shadowing, and practice sessions with experienced agents
- Backing from Western Asset Protection
- Internal operations support for technical and platform questions
- E&O coverage
- Ongoing internal Medicare Advisor customer support
- Collaborative and supportive community