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Independent Medicare Agent – New to Medicare
Connie Health. Build an independent Medicare and Life insurance sales 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 digital tools to effectively support clients through the enrollment process. Possesses a strong entrepreneurial mindset and a proven sales track record, committed to adhering to Medicare Communications & Marketing Guidelines.
Highest-signal resume keywords
Active Health LicenseMedicare Sales ExperienceAHIP CertificationProven Sales Track RecordComfortable Using Sales Platforms
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 SolutionsLife Insurance SalesSales TechniquesClient SupportEnrollment Processes
Soft Skills
Entrepreneurial MindsetGo-Getter AttitudeCommunication SkillsCollaboration SkillsCustomer Service Orientation
Tools & Technologies
Agent PlatformQuoting ToolsRecommendation ToolsDigital Sales Tools
Certifications & Qualifications
Active Health LicenseAHIP Certification
Industry Keywords
MedicareLife InsuranceAnnual Enrollment PeriodMedicare Communications & Marketing GuidelinesCommission-Based Pay
About the role
Key responsibilities & impact- Build an independent Medicare and Life insurance sales business
- Help older Americans find suitable Medicare coverage and healthcare solutions
- Sell Medicare and Life products using company-provided leads
- Attend Connie Academy live Zoom sessions and complete self-paced study
- Use Connie Health’s leads, Agent Platform, recommendation tools, and quoting tools
- Receive coaching and support from a Market Lead
- Participate in call shadowing and practice sessions
- Focus on selling rather than prospecting through qualified appointments and inbound leads
- Build and grow a book of business
- Support clients through Medicare enrollment and sales processes
- Collaborate with Connie Health’s support, operations, and internal Medicare Advisor teams
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
- Entrepreneurial self-starter with a go-getter mindset
- Comfortable using sales platforms and digital tools
- Comfortable on the phone
- Ready to make the most of the Annual Enrollment Period (AEP)
- Committed to following Medicare Communications & Marketing Guidelines (MCMG)
- Comfortable with commission-based pay and income based entirely on commissions and bonuses
Benefits
Comp & perks- Onboarding stipend upon completion of Connie Academy
- Sales bonuses upon reaching first sales milestones
- Uncapped commission earning potential
- Weekly advances on eligible sales
- Renewal income that grows with book of business
- 100% pass-through of commissions received on self-generated business
- Pre-scheduled, qualified appointments and company-provided leads
- 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 support for technical and platform questions
- Errors and omissions (E&O) coverage
- Ongoing internal Medicare Advisor customer support
- Collaborative, supportive community