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Keystone Advisors

Medicare Sales Representative

Keystone Advisors

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

Posted 6/4/2026full-timeRemote • Arizona, Florida, Illinois, New Mexico, Texas, Utah • 🇺🇸 United StatesMid-LevelSenior💰 $23 - $25 per hourWebsite

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
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
Certifications
Active Health Insurance LicenseAHIP certification