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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, utilizing the Connie Health Agent Platform for quoting and enrollment while adhering to Medicare Communications & Marketing Guidelines. Proven ability to build and grow a book of business through effective sales strategies and client engagement during the Annual Enrollment Period.
Highest-signal resume keywords
Active Health Insurance LicenseMedicare Sales ExperienceAHIP CertificationSales Platform ProficiencyCustomer Engagement
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 TechniquesQuoting and EnrollmentCompliance Knowledge
Soft Skills
Self-StarterGo-Getter MindsetCommunication SkillsCollaborationCustomer Service Orientation
Tools & Technologies
Connie Health Agent PlatformDigital Sales ToolsPhone Sales Techniques
Certifications & Qualifications
Active Health Insurance LicenseAHIP Certification
Industry Keywords
MedicareAnnual Enrollment PeriodMedicare Communications & Marketing GuidelinesBook of BusinessHealthcare Solutions
About the role
Key responsibilities & impact- Build an independent Medicare sales business with Connie Health’s support
- Sell Medicare and Life products using company-provided leads
- Help seniors identify suitable Medicare coverage and healthcare solutions
- Complete Connie Academy training covering Medicare fundamentals, plan types, enrollment periods, compliance, leads, and tools
- Use the Connie Health Agent Platform for quoting and enrollment
- Participate in coaching, call shadowing, and practice sessions
- Work with a Market Lead for coaching and support
- Focus on selling and closing deals rather than prospecting
- Serve clients during the Annual Enrollment Period
- Build and grow a book of business
- Collaborate with Connie Health’s internal teams and community
Requirements
What you’ll need- Active health insurance 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
- 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
- Eager to work during the Annual Enrollment Period (AEP)
- Committed to following Medicare Communications & Marketing Guidelines (MCMG)
- Comfortable with commission-based pay and no hourly pay or base salary
Benefits
Comp & perks- Commission-based compensation with uncapped earning potential
- 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 received on self-generated business
- Leads and marketing supplied by Connie Health
- Pre-scheduled, qualified appointments
- 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
- Internal operations team support
- Errors and omissions (E&O) coverage
- Ongoing internal Medicare Advisor customer support
- Collaborative, supportive community