Medicare Tele-Sales, Planning Agent

GuideWell Source

As a Medicare Planning Advisor, engage with members transitioning to Medicare while educating and guiding on suitable plans. Focus on sales growth and retention in a telephonic role.

Posted 5/6/2026full-timeRemote • Florida • 🇺🇸 United StatesJuniorMid-Level💰 $20 - $32 per hourWebsite

About the role

Key responsibilities & impact

Engage with Medicare prospects and existing members to educate and guide them in the sales process.
Develop and maintain long term relationships with an assigned base of existing Florida Blue members.
Operate as a licensed telephonic sales agent, utilizing exceptional communication and interpersonal skills.
Assist prospective and existing FB members to find a Florida Blue Medicare plan by conducting a Needs Analysis.
Proactively educate current and prospective members on Medicare basics, enrollment requirements, and penalties.
Retain membership after enrollment through a series of welcome calls educating the members on their new plans.
Support marketing campaigns via inbound and outbound telephonic sales calls.
Exceed New Sales quota, retention rates, telephonic service levels, and quality expectations.
Identify and overcome buying obstacles from new customers and existing members.
Maintain regular contact with clients to drive retention.

Requirements

What you’ll need

2+ years related work experience.
Experience Details: Worked in a tele-sales environment selling Medicare and ancillary plans.
High school diploma or GED.
Required Licenses and Certifications: Active Florida state health insurance license 2-15 Health, Life and Variable Annuities or 2-40 Health.
Demonstrated time management skills and the ability to manage multiple priorities.
Experience working independently and as part of a team.
Experience using computers and navigating among multiple systems and screens as well as documenting information.
Experience with listening and relating key information to comparable selling situations to apply appropriate responses and actions.
The ability to work flexible schedules including evenings and weekends.

Benefits

Comp & perks

Medical, dental, vision, life and global travel health insurance;
Income protection benefits: life insurance, short- and long-term disability programs;
Leave programs to support personal circumstances;
Retirement Savings Plan including employer match;
Paid time off, volunteer time off, 10 holidays and 2 well-being days;
Additional voluntary benefits available;
A comprehensive wellness program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tele-salesMedicare salesneeds analysissales quota achievementretention strategiescustomer relationship management

Soft Skills

communication skillsinterpersonal skillstime managementteamworkindependenceproblem-solving

Certifications

Florida state health insurance license 2-15Florida state health insurance license 2-40GEDhigh school diploma