Note: The job is a remote job and is open to candidates in USA. AmeriLife develops, markets, and distributes annuity, life, and health insurance solutions for people planning for and living in retirement. The Medicare Sales Advisor will drive new business growth in New Mexico by educating and enrolling Medicare beneficiaries in appropriate health plans, managing sales pipelines, conducting consultations, and maintaining compliance with applicable regulations.
Responsibilities
- Generate and manage a pipeline of Medicare prospects through referrals, networking, community outreach, marketing campaigns, and lead follow-up
- Conduct needs-based consultations to educate beneficiaries on Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and related products
- Present plan options clearly and compliantly, helping prospects make informed enrollment decisions
- Meet or exceed monthly, quarterly, and annual sales goals
- Meet with Medicare beneficiaries virtually, by phone, or in person based on client needs and preferences
- Maintain accurate records of prospect interactions, enrollments, and follow-up activities within CRM systems
- Adhere to all CMS regulations, carrier guidelines, and company compliance requirements
- Complete all required certifications, licensing, and training programs
- Maintain accurate documentation of sales and service activities
- Protect confidential member information in accordance with HIPAA regulations
Skills
- Candidates must reside in the Albuquerque/Santa Fe, New Mexico area and be comfortable meeting with Medicare beneficiaries in person when needed
- Active Health and Life Insurance License (required)
- AHIP certification and carrier certifications (or ability to obtain)
- Strong understanding of Medicare Advantage, Medicare Supplement, and Prescription Drug Plans
- Excellent communication, presentation, and relationship-building skills
- Ability to work independently while managing multiple priorities
- Proficiency with CRM systems, Microsoft Office, and virtual communication tools
- Strong problem-solving and customer retention skills
- Minimum 1–3 years of Medicare sales, insurance sales, or related customer service experience preferred
- Passion for serving seniors and helping individuals understand healthcare coverage options
- Self-motivated, goal-oriented, and results-driven
- Strong consultative sales approach focused on long-term relationships
- Ability to build trust and credibility with diverse populations
Benefits
- Competitive base salary plus commissions and performance incentives.
- Health, dental, and vision benefits.
- Paid time off and holidays.
- Ongoing training and professional development opportunities.
- Career advancement potential within a growing organization.
- PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
- Primarily home-based work arrangement.
Company Overview