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Independent Medicare Agent – New to Medicare
Connie Health. Build an independent Medicare sales business with Connie Health’s support .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Medicare sales and compliance, leveraging strong sales skills to build relationships and close deals. Proficient in using sales platforms and tools to effectively serve clients and navigate the Medicare landscape.
Highest-signal resume keywords
Active Health LicenseMedicare Sales ExperienceAHIP CertificationSales Platform 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 SalesLife Insurance SalesSales Closing TechniquesCompliance RequirementsQuoting and Recommendations
Soft Skills
Self-StarterGo-Getter MindsetRelationship BuildingCommunication SkillsCustomer Service Orientation
Tools & Technologies
Connie Health Agent PlatformDigital Sales Tools
Certifications & Qualifications
Active Health LicenseAHIP Certification
Industry Keywords
MedicareAnnual Enrollment PeriodMedicare Communications & Marketing GuidelinesSales Business Development
About the role
Key responsibilities & impact- Build an independent Medicare sales business with Connie Health’s support
- Complete Connie Academy training covering Medicare fundamentals, plan types, enrollment periods, compliance requirements, leads, and tools
- Sell Medicare and Life products using company-provided leads
- Receive coaching and support from a Market Lead
- Use Connie Health’s Agent Platform for quoting, recommendations, and enrollment
- Focus on selling and closing deals rather than prospecting
- Attend optional phone shifts to receive inbound leads
- Build relationships with prospective customers and help seniors select Medicare coverage and healthcare solutions
- Follow Medicare Communications & Marketing Guidelines
- Participate in coaching, call shadowing, and practice sessions
- Serve clients while the internal Medicare Advisor team handles post-sale support
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, such as retail, auto, wireless, mortgage, insurance, or inside sales
- 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
- Self-starter with a go-getter mindset who wants to build an independent business
- 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 commissions
- Onboarding stipend upon completing 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 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 with live Zoom sessions and self-paced study
- Coaching, call shadowing, and practice sessions with experienced agents
- Support from Western Asset Protection
- Internal operations support for technical and platform questions
- E&O coverage provided
- Ongoing post-sale customer support from the internal Medicare Advisor team
- Collaborative, supportive community