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Licensed Medicare Advisor

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Onsite

Licensed Medicare Advisor

Advocate Health Advisors

Licensed Medicare Advisor

Skills

CRMCompliance

19 days ago

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Important information


Contract type:

Freelance / Contract, Temporary

Salary:

$40,000 – $120,000 / year

Location:

Lincoln, CA, USA

Work mode:

Onsite

Published on:

8 October 2026

What they need


Overview

Join us as a Licensed Medicare Advisor and be at the forefront of helping individuals navigate their health insurance options! This exciting role is perfect for motivated sales professionals eager to make a meaningful difference while working in a dynamic, fast-paced environment. As a key member of our team, you will provide expert guidance on Medicare plans, ensuring clients receive the coverage that best fits their needs. This position offers an energetic atmosphere where your communication skills and sales expertise will drive success before and during the Annual Enrollment Period (AEP). Get ready to empower clients, build lasting relationships, and grow your career in health insurance sales!

Responsibilities

  • Engage with prospective clients through outside sales efforts, including community events and outreach initiatives
  • Conduct thorough client consultations to assess their health insurance needs and explain Medicare plan options clearly and confidently
  • Negotiate plan selections to maximize benefits for clients while ensuring compliance with insurance regulations
  • Build strong customer relationships by providing exceptional service, ongoing support, and benefits administration guidance
  • Maintain detailed records of client interactions using CRM systems and sales administration tools
  • Stay informed about changes in health insurance laws, Medicare regulations, and industry best practices to provide accurate advice
  • Collaborate with team members to develop strategies for reaching sales targets and expanding market presence

Requirements

  • Active state license as a Medicare Advisor or equivalent certification required prior to employment
  • Proven experience in outside sales, retail sales, or insurance sales with a focus on health or life insurance preferred
  • Strong negotiation skills and ability to communicate complex insurance concepts clearly in multiple languages (bilingual abilities are a plus)
  • Knowledge of Medicare Advantage, Medicare Supplement, and Prescription Drug Plan Programs
  • Proficiency in Microsoft Office suite and CRM systems for client management and analysis skills
  • Excellent customer service skills with a focus on client communication and relationship building
  • Familiarity with benefits administration, health insurance products, life insurance, property casualty insurance, and health insurance regulations
  • Ability to analyze client needs thoroughly and tailor solutions accordingly

Join us now to leverage your sales expertise in a rewarding role that makes a real difference! We’re committed to supporting your professional growth through ongoing training and development opportunities. This is your chance to be part of an energetic team dedicated to empowering individuals with the right Medicare solutions!

Pay: $40,000.00 - $120,000.00 per year

People with a criminal record are encouraged to apply

Work Location: In person

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