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Medicare Sales Representative

Description

About Connie Health

Connie Health is a fast-growing Medicare brokerage on a mission to empower older Americans to make confident, worry-free Medicare plan decisions. We offer a tech-enabled Medicare navigation platform that combines an AI-driven technology with local Medicare experts to help people select optimal healthcare plans and navigate their benefits. Our culture is mission-driven, collaborative, and innovative, as we strive to transform healthcare through data-driven insights and personalized guidance. We value Relationships First, Data-Driven decision making, and being Accountable in delivering unbiased, high-quality advice to our members.


At Connie Health, we’re revolutionizing the way older Americans navigate Medicare.As we expand into new and existing markets, we’re seeking a Medicare Sales Representative.


Role Overview


As a Medicare Sales Representative, you will be assisting customers, primarily via phone, in selecting and enrolling in health insurance plans. This role may include handling inbound calls, providing product information, answering questions, and guiding customers through the enrollment process. You will be responsible for meeting sales targets, adhering to compliance standards, and providing a positive customer experience.


What You’ll Do

  • Serve as a trusted advisor to Medicare beneficiaries, helping them confidently navigate their insurance options
  • Conduct in-depth needs assessments via phone to understand each client's healthcare and coverage requirements
  • Educate clients on Medicare options, election periods, and available services to help them make informed decisions
  • Match beneficiaries with the most suitable health plans based on their unique needs
  • Guide clients through the enrollment process with care, accuracy, and personalized support
  • Build meaningful relationships while delivering excellent, solutions-focused customer service
  • Qualify inbound leads and create new sales opportunities through proactive engagement
  • Consistently meet or exceed sales goals while tracking performance and progress
  • Stay current on CMS regulations, HIPAA policies, and Medicare compliance requirements
  • Accurately document all sales and service activities in the CRM system
  • Collaborate with managers, trainers, and team members to refine skills and achieve individual and team goals
  • Support additional duties and special projects as needed


Requirements

What You Bring

  • 2–3 years of Medicare sales experience
  • Active Health & Life Insurance License
  • Current AHIP certification
  • Strong technical skills and comfort using multiple systems (iOS, Salesforce, Five9, Slack preferred)
  • Excellent verbal and written communication skills
  • Bilingual a plus


Why Join Connie Health?

  • Generous vacation policy and paid holidays
  • Comprehensive health insurance coverage
  • 401(k) with company match
  • A collaborative, mission-driven, and innovative culture
  • Remote work flexibility and growth opportunities


We are proud to be an Equal Opportunity Employer and are committed to building a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.


Average salary estimate

$60000 / YEARLY (est.)
min
max
$50000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Medicare Sales Representative, Connie Health Inc

Are you passionate about helping seniors navigate the complexities of Medicare? Connie Health, a rapidly expanding Medicare brokerage based in St. Augustine, Florida, is on the lookout for a dynamic Medicare Sales Representative. In this role, you will be at the forefront of guiding older Americans through their Medicare options, ensuring they make informed and confident decisions about their healthcare. You'll engage with beneficiaries predominantly over the phone, conducting detailed assessments to identify their unique needs and matching them with the most suitable health plans. Your expertise will not only empower clients but also help Connie Health maintain its mission of delivering high-quality, unbiased advice. You’ll be responsible for meeting sales targets while adhering to strict compliance standards, all while building meaningful relationships and providing exceptional customer service. With opportunities for remote work, generous vacation policies, and a collaborative culture, there’s a reason why so many professionals choose to join the Connie Health team. If you're looking for a role where you can truly make a difference in people's lives while growing your career, then don’t miss the opportunity to become part of our innovative team as a Medicare Sales Representative.

Frequently Asked Questions (FAQs) for Medicare Sales Representative Role at Connie Health Inc
What are the responsibilities of a Medicare Sales Representative at Connie Health?

As a Medicare Sales Representative at Connie Health, you will assist customers primarily over the phone, helping them select and enroll in health insurance plans. Your responsibilities will include conducting thorough needs assessments, educating clients on Medicare options, guiding them through the enrollment process, and maintaining compliance with industry regulations.

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What qualifications do I need to apply for the Medicare Sales Representative position at Connie Health?

To apply for the Medicare Sales Representative position at Connie Health, you should have 2-3 years of Medicare sales experience, an active Health & Life Insurance License, and current AHIP certification. Strong communication skills and comfort with technology are also highly preferred.

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How does Connie Health support the professional growth of Medicare Sales Representatives?

Connie Health is committed to the professional growth of its Medicare Sales Representatives by providing opportunities for training and skill refinement. You'll collaborate with managers and team members to achieve both individual and team goals, ensuring you have the support necessary to thrive in your role.

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What is the work culture like at Connie Health for a Medicare Sales Representative?

The work culture at Connie Health is mission-driven, collaborative, and innovative. As a Medicare Sales Representative, you'll be part of a team that values building relationships, making data-driven decisions, and delivering high-quality service to clients—all within a supportive environment that encourages personal and professional growth.

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What makes Connie Health an attractive employer for Medicare Sales Representatives?

Connie Health offers a range of attractive benefits for Medicare Sales Representatives, including a generous vacation policy, comprehensive health insurance, 401(k) with company match, remote work flexibility, and a culture focused on innovation and collaboration. This supportive environment allows you to make a real impact in clients' lives while growing your career.

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Common Interview Questions for Medicare Sales Representative
How do you approach educating clients about Medicare options?

When educating clients about Medicare options, I start by assessing their specific needs and preferences. I find it crucial to break down complex information into digestible pieces, ensuring they understand different plans and services available to them. Active listening plays a vital role in addressing any concerns and providing tailored guidance.

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What strategies do you use to meet or exceed sales targets?

To meet or exceed sales targets, I prioritize building relationships with clients and understanding their unique healthcare needs. I use CRM tools to track interactions and follow up diligently. I also remain knowledgeable about Medicare updates and leverage that information to position suitable plans effectively.

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Can you describe a time when you helped a client navigate a challenging Medicare situation?

In a previous role, I assisted a client who was confused about their coverage options during the enrollment period. I patiently explained different plans and helped them compare benefits. By providing clear, personalized support, I was able to empower them to make an informed decision, ultimately resulting in their enrollment in a plan that met their needs.

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How do you ensure compliance with CMS regulations and HIPAA policies?

I ensure compliance with CMS regulations and HIPAA policies by staying informed about the latest updates and integrating them into my daily processes. I meticulously document all interactions and follow established protocols when dealing with sensitive client information to safeguard their privacy.

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What experience do you have with CRM systems like Salesforce?

I have extensive experience using CRM systems like Salesforce to manage client interactions, track sales progress, and document service activities. I find that these tools greatly enhance my efficiency and ability to serve clients, ultimately aiding in achieving sales goals.

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How do you handle objections from potential clients?

When handling objections, I focus on listening carefully to the client’s concerns and empathizing with their situation. I provide factual, relevant information that directly addresses their objections and reinforce the benefits of the plans I’m recommending, helping them feel more comfortable in their decision-making.

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Describe a positive outcome you achieved for a client.

One memorable outcome was helping a senior couple who were overwhelmed with information. After conducting a thorough needs assessment, I matched them with a plan that not only met their healthcare needs but also saved them money. Their gratitude reinforced my passion for making a difference in clients' lives.

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What techniques do you use to stay organized and manage your time effectively?

I make use of digital tools and calendars for scheduling and prioritizing tasks. I set aside specific times for follow-ups, consultations, and administrative duties, which allows me to maintain organization and ensures no client feels overlooked.

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Why do you want to work for Connie Health as a Medicare Sales Representative?

I'm drawn to Connie Health's mission to empower older Americans in navigating their Medicare options. The company's commitment to quality service and innovative solutions aligns with my values. I believe my background in Medicare sales uniquely positions me to contribute positively to the team and clients.

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How do you maintain a positive customer experience in a sales role?

Maintaining a positive customer experience is my top priority. I actively listen to clients, address their concerns with empathy, and provide transparent, accurate information. I aim to create a rapport and trust, which is essential in sales, especially when discussing complex healthcare decisions.

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EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
April 12, 2025

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