Licensed Sales Agent
$50,000–$50,000 year
On-siteNew York City, New York, United States
Job Summary
Educate clients on Medicare Parts A, B, C, D, and Medigap options through consultations that assess healthcare needs, budgets, and coverage preferences. Present unbiased plan options across multiple carriers while assisting with applications, enrollments, and ongoing support for plan changes or billing questions. Maintain accurate documentation of all interactions in CRM systems and follow up promptly with new leads and referrals. Stay current on Medicare regulations and carrier updates to ensure full CMS compliance. Collaborate with the Plan Medicare team to deliver a seamless client experience and build long-term relationships that drive retention.
Required Qualifications
- Active New York Life & Health Insurance License
- AHIP certification
- Willingness to obtain AHIP certification annually
Desired Qualifications
- 2+ years of experience in Medicare sales, health insurance, or a related advisory role
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