About the role
- Develop and execute a regional Medicare growth strategy that drives agent recruitment, activation, and production.
- Identify market-specific opportunities, competitive positioning, and local trends to fuel broker engagement and enrollment growth.
- Gather, analyze, and share competitive, carrier, and market intelligence to inform strategy and contribute to marketing and content development.
- Recruit, contract, and onboard independent agents and agencies with strong Medicare potential.
- Deliver Medicare-focused onboarding, sales training, and CMS compliance education.
- Serve as the lead relationship manager for your regional broker base, providing consistent support and business development.
- Track, analyze, and report broker performance data to refine strategies and achieve regional goals.
- Lead regional webinars, in-person training events, and field engagement activities.
- Partner with national sales leadership, marketing, and carrier representatives to align on growth objectives.
- Stay current on CMS regulations, carrier updates, and market dynamics to ensure agents remain competitive and compliant.
Requirements
- Bachelor’s degree in Business, Marketing, or a related field.
- Active Life & Health license with Medicare certification.
- Entrepreneurial mindset with the ability to create growth opportunities in emerging markets.
- Tech-savvy with experience using CRMs, virtual training platforms, and quoting tools
- Demonstrated ability to mentor, coach, and grow agent performance.
- 3+ years of experience in Medicare sales, broker distribution, or FMO/IMO leadership.
- Proven success in building and executing regional or local sales strategies.
- Strong track record in agent recruiting, onboarding, and performance management.
- Active Health insurance license (Life & Health acceptable, but Health required).
- Deep knowledge of Medicare Advantage, Medicare Supplement, and Part D products.
- Highly organized, self-directed, and accountable.
- Willingness to travel throughout the assigned territory.
- Comprehensive benefits package (medical, dental, vision, 401(k), etc.)
- Opportunities for professional growth and development through ongoing training and industry certifications.
- A collaborative and supportive work culture that values innovation, integrity, and teamwork.
- The chance to lead and optimize a key function within a rapidly growing FMO, contributing to the success of agents and partners nationwide.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Medicare salesbroker distributionFMO leadershipagent recruitingonboardingperformance managementsales strategy executionmarket analysiscompetitive intelligenceCMS compliance
Soft skills
entrepreneurial mindsetmentoringcoachingorganizational skillsself-directedaccountabilityrelationship managementbusiness developmenttraining deliverycommunication
Certifications
Bachelor’s degree in BusinessBachelor’s degree in MarketingLife & Health licenseMedicare certificationHealth insurance license