Medicare Sales Advisor

Medicare Sales Advisor

Ameri Life is seeking a motivated and customer-focused Medicare Sales Advisor to drive new business growth in New Mexico. This home-based role is responsible for educating and enrolling new Medicare beneficiaries into appropriate Medicare health plans. The ideal candidate combines consultative sales skills with exceptional customer service and a passion for helping seniors navigate their healthcare options. Candidates must reside in the Albuquerque/Santa Fe, New Mexico area and be comfortable meeting with Medicare beneficiaries in person when needed.

The position is primarily home-based, with client interactions occurring by phone, virtually, and occasionally in person based on client needs and preferences.

• 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.

• Active Health and Life Insurance License (required).
• AHIP certification and carrier certifications (or ability to obtain).
• Minimum 1–3 years of Medicare sales, insurance sales, or related customer service experience preferred.
• 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.

• New Medicare enrollments.
• Sales conversion rate.
• Member satisfaction scores.
• Lead follow-up and contact activity.
• Compliance and quality audit results.

• 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.

• 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.