Medicare Sales Representative

Keystone Advisors

Medicare Sales Representative focused on outbound sales and client retention at Keystone to grow customer base.

Posted 6/3/2026full-timeRemote • Arizona, Florida, Illinois, New Mexico, Texas, Utah • 🇺🇸 United StatesMid-LevelSenior💰 $23 - $25 per hourWebsite

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Medicare sales experienceOutbound sales skillsClosing skillsRetention experienceEffectuation experienceAncillary product sales experienceCRM management

Soft Skills

Strong follow-up skillsSelf-motivatedCompetitiveGoal-orientedAbility to build rapportOvercoming objectionsExcellent attendanceAvailability

Tools & Technologies

CRM

Certifications & Qualifications

Active Health Insurance LicenseAHIP certification

Industry Keywords

Medicare AdvantageMedicare SupplementPDP plansThird-party vendor leadsMember retentionCross-sellingSupplemental coverage

About the role

Key responsibilities & impact

Make high-volume outbound calls to prospects
Work and convert third-party lead vendor calls
Educate beneficiaries on Medicare Advantage, Medicare Supplement, and PDP plans
Build rapport quickly and overcome objections
Complete compliant enrollments
Strong Follow up skills with clients to maintain policy effectuation
Maintain strong member retention through proactive client support and follow-up
Cross-sell ancillary products including dental, vision, hearing, hospital indemnity, and other supplemental coverage options
Maintain accurate CRM notes and follow-up activity
Meet daily dialing, talk-time, sales, retention, effectuation, and ancillary sales KPIs

Requirements

What you’ll need

Active Health Insurance License required
AHIP certification preferred
Medicare sales experience required
Strong outbound sales and closing skills
Experience with retention, effectuation, and ancillary product sales a MUST
Comfortable in a heavy outbound dialing environment
Self-motivated, competitive, and goal-oriented
Reliable internet connection and dedicated remote workspace
Experience working third-party vendor leads is a plus
MUST be able to get appointed with carriers
Excellent attendance and availability required for remote consideration

Benefits

Comp & perks

Paid time off
Generous paid Holidays
Quarter Company Events
Open Fun/Friendly Environment / Company Events
On The Job Training
Office amenities: Yoga Room/Meditation, Pickleball courts, and Golf Simulator