Education Specialist

This is a fully remote position, open to applicants in New Mexico.

📋 Description

• Develop and oversee a pipeline of Medicare prospects using referrals, networking, community outreach, marketing initiatives, and follow-up on leads.

• Conduct needs-based consultations to inform beneficiaries about Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and associated products.

• Clearly and compliantly present plan options to facilitate informed enrollment decisions.

• Achieve or surpass monthly, quarterly, and annual sales targets.

• Participate in community events, seminars, health fairs, and educational meetings to create new business opportunities.

• Keep precise records of prospect interactions, enrollments, and follow-up activities in CRM systems.

• Comply with CMS regulations, carrier guidelines, and company compliance requirements.

• Complete necessary certifications, licensing, and training programs.

• Maintain accurate documentation of sales and service activities.

• Safeguard confidential member information in accordance with HIPAA regulations.

⛳️ Requirements

• Active Health and Life Insurance License (mandatory).

• AHIP certification and carrier certifications, or the ability to obtain them.

• Preferred 1–3 years of experience in Medicare sales, insurance sales, or related customer service.

• Strong knowledge of Medicare Advantage, Medicare Supplement, and Prescription Drug Plans.

• Exceptional communication, presentation, and relationship-building abilities.

• Capability to work independently while juggling multiple priorities.

• Proficient in CRM systems, Microsoft Office, and virtual communication tools.

• Strong problem-solving skills and customer retention abilities.

• Must reside in New Mexico.

• Experience in face-to-face Medicare sales.

• Completion of required certifications, licensing, and training programs.

🏝️ Benefits

• Competitive base salary along with commissions and performance incentives.

• Health, dental, and vision insurance.

• Paid time off and holidays.

• Continuous training and professional development opportunities.

• Potential for career advancement within a growing organization.

• PTO.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Retirement savings.

• Disability insurance.

• Life insurance.