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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in recruiting, onboarding, and developing independent health and life insurance agents while effectively managing territory performance and achieving sales goals. Proficient in educating agents on Medicare products and maintaining strong relationships through effective communication and support.
Highest-signal resume keywords
Insurance Sales ExperienceMedicare Product KnowledgeTerritory ManagementRelationship BuildingCRM Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance SalesMedicare AdvantageMedicare SupplementPrescription Drug PlansAncillary Health ProductsSales Goal AchievementAgent RecruitmentOnboardingPipeline ManagementChannel Management
Soft Skills
Relationship BuildingPresentation SkillsCommunication SkillsInfluencing SkillsIndependent Decision-Making
Tools & Technologies
CRM SystemsMicrosoft OfficeVirtual Meeting Platforms
Certifications & Qualifications
Health Insurance LicenseLife Insurance License
Industry Keywords
Broker SupportAgent DistributionSales AssistanceCompliance RequirementsMarket TrendsCompetitive Offerings
About the role
Key responsibilities & impact- Recruit, onboard, and develop independent health and life insurance agents within an assigned territory.
- Educate agents on Medicare Advantage, Medicare Supplement, Prescription Drug Plans, Ancillary Health, and Life Insurance products.
- Develop and maintain agent relationships through regular outreach, virtual meetings, and in-person visits.
- Respond to inbound agent inquiries about support, products, and sales assistance.
- Conduct outbound calls and follow-up activities based on leads and business development opportunities.
- Support agents in identifying sales opportunities and overcoming barriers to closing business.
- Drive territory growth through agent activation, retention, and production initiatives.
- Arrange field representative support when additional in-market assistance is needed.
- Provide training on products, enrollment processes, compliance requirements, and sales best practices.
- Monitor territory performance and develop action plans to achieve sales and renewal goals.
- Collaborate with sales, marketing, operations, and product teams to resolve agent issues and improve outcomes.
- Maintain accurate records of agent interactions, sales activity, and pipeline management in company systems.
- Stay current on Medicare regulations, market trends, competitive offerings, and product updates.
Requirements
What you’ll need- Bachelor's degree or equivalent combination of education and experience.
- Must be willing to work 9am-5pm PST.
- 3+ years of experience in insurance sales, channel management, agent distribution, broker support, or related sales roles.
- Experience supporting Medicare, health insurance, life insurance, or ancillary product distribution channels.
- Strong relationship-building, presentation, and communication skills.
- Demonstrated ability to influence and engage independent agents and broker partners.
- Experience managing a territory and achieving sales goals.
- Ability to work independently and make sound business decisions with minimal supervision.
- Proficiency with CRM systems, Microsoft Office products, and virtual meeting platforms.
- Ability to travel throughout the assigned territory as needed.
- Active Health and Life Insurance license or ability to obtain one upon hire.
- Experience recruiting, onboarding, and developing independent insurance agents.
- Knowledge of broker distribution models and channel management best practices.
- Experience working in a remote environment and managing a large geographic territory.
- Bilingual skills are a plus.
- Minimum download speed of 25 Mbps and upload speed of 10 Mbps for home internet.
Benefits
Comp & perks- Medical benefits
- Dental benefits
- Vision benefits
- 401(k) retirement savings plan
- Paid time off
- Company holidays
- Personal holidays
- Paid parental leave
- Paid caregiver leave
- Short-term disability
- Long-term disability
- Life insurance
- Home or Hybrid Home/Office work arrangement
- Occasional travel to Humana offices for training or meetings