
Independent Medicare Agent – New to Medicare
Posted Oct 23

Posted Oct 23
This is a fully remote position, open to applicants in California.
• Establish an independent business focused on Medicare and Life insurance sales.
• Complete the Connie Academy training which includes Medicare basics, various plan types, enrollment periods, compliance obligations, as well as the utilization of Connie’s leads and tools.
• Market and sell Medicare and Life insurance utilizing provided leads.
• Leverage the Connie Health Agent Platform for quoting and enrollment processes.
• Collaborate with a Market Lead for guidance and support.
• Assist seniors in identifying appropriate Medicare coverage and healthcare options.
• Attend pre-scheduled qualified appointments and have the option to receive inbound leads during phone shifts.
• Foster relationships and finalize sales transactions.
• Engage in coaching, call shadowing, and practice sessions.
• Concentrate on sales activities while the internal Medicare Advisor team manages post-sale customer support.
• An active health license is mandatory; life-only or P&C-only licenses are not acceptable.
• AHIP certification can be obtained after starting the role.
• A proven sales track record is essential.
• Experience in customer service or healthcare alone does not qualify.
• Candidates new to Medicare; no prior Medicare sales experience is necessary, or less than one year of experience is acceptable.
• Must possess an entrepreneurial spirit and a proactive attitude.
• Comfortable using telecommunication, sales platforms, and digital tools.
• Prepared to maximize opportunities during the Annual Enrollment Period.
• Dedicated to adhering to the Medicare Communications & Marketing Guidelines (MCMG).
• Must be comfortable with a commission-based compensation structure with no hourly wage or base salary.
• Unlimited earning potential through commission-based compensation.
• Weekly advances on qualifying sales.
• Renewal income that increases alongside your business portfolio.
• Full pass-through of commissions earned on self-generated business.
• Onboarding stipend awarded upon completion of Connie Academy.
• Sales bonuses for achieving initial sales milestones.
• Access to pre-scheduled, qualified appointments and provided leads.
• Optional phone shifts available for inbound lead generation.
• Utilization of the Connie Health Agent Platform featuring recommendation and quoting tools.
• Connie Academy training that includes live Zoom sessions and self-paced study options.
• Opportunities for coaching, call shadowing, and practice sessions.
• Support from internal operations.
• Coverage for errors and omissions (E&O).
• Continuous internal support from Medicare Advisors for customer inquiries.
• A collaborative and supportive community environment.
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