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Independent Medicare Agent – New to Medicare
Connie Health. Build an independent Medicare and Life insurance 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 company-provided leads and tools to assist clients in making informed coverage decisions. Committed to compliance with Medicare guidelines while building an independent business in a commission-based environment.
Highest-signal resume keywords
Active Health LicenseMedicare Sales ExperienceAHIP CertificationProven Sales Track RecordCustomer 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 Coverage KnowledgeSales TechniquesEnrollment ProcessesCompliance RequirementsQuoting Tools
Soft Skills
Self-StarterGo-Getter MindsetCommunication SkillsCoaching ParticipationCustomer Service Orientation
Tools & Technologies
Sales PlatformsDigital ToolsRecommendation ToolsEnrollment Technology
Certifications & Qualifications
Active Health LicenseAHIP Certification
Industry Keywords
MedicareLife InsuranceAnnual Enrollment PeriodMedicare Communications & Marketing GuidelinesIndependent Business
About the role
Key responsibilities & impact- Build an independent Medicare and Life insurance business
- Sell Medicare and Life insurance using company-provided leads
- Help seniors find suitable Medicare coverage and healthcare solutions
- Complete Connie Academy training covering Medicare fundamentals, plan types, enrollment periods, compliance requirements, and company tools
- Use Connie Health’s leads, recommendation tools, quoting tools, and enrollment technology
- Participate in coaching, call shadowing, and practice sessions
- Work with a Market Lead for coaching and support
- Focus on selling and closing deals while internal teams handle technical, platform, and post-sale customer support
- Assist clients with Medicare coverage decisions and enrollment
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
- 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 (AEP)
- Committed to following Medicare Communications & Marketing Guidelines (MCMG)
- Comfortable with commission-based pay with no hourly pay or base salary
Benefits
Comp & perks- Onboarding stipend when Connie Academy is completed
- Bonuses upon reaching first sales milestones
- Uncapped commission earning potential
- 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 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
- Internal operations team support
- Errors and omissions (E&O) coverage
- Ongoing internal Medicare Advisor customer support
- Collaborative, supportive community