Medicare Sales Advisor

Job Summary

We are 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.

• New Sales & Business Development 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.
• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Success in this role requires balancing new sales activity, creating long-term client relationships while achieving growth objectives.

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.

We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application…