Medicare Sales Representative

Wider Circle

Medicare Sales Representative guiding beneficiaries through plan selection and enrollment at Wider Circle, a community-based health engagement company. Generating leads, presenting products, closing sales, and building provider and community partnerships.

Posted 8/17/2026full-timeHouston • California, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $45,000 - $50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Medicare telesales and customer service, with a strong focus on relationship management, consultative sales techniques, and compliance with CMS regulations. Proficient in utilizing CRM systems and maintaining productivity reports to drive membership growth.

Highest-signal resume keywords

Medicare Telesales ExperienceConsultative Sales ApproachCRM Proficiency (Salesforce, HubSpot)CMS Regulations KnowledgeBachelor's Degree in Marketing, Finance, or Business Administration

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Lead GenerationSales ConversionEnrollment ApplicationsSales AnalysisProduct Presentations

Soft Skills

Effective CommunicationRelationship BuildingSelf-StarterTeam Collaboration

Tools & Technologies

CRM SystemsGoogle WorkspaceMicrosoft OfficeHealth Plan Portals

Certifications & Qualifications

Product and Benefits TrainingCMS-Required Courses

Industry Keywords

Medicare ProductsScope of AppointmentBeneficiary Relationship ManagementMarket Environment Knowledge

About the role

Key responsibilities & impact

Manage the entire prospective Medicare beneficiary cycle, including lead generation, relationship building, obtaining the Scope of Appointment, product presentations, sales conversion, and beneficiary relationship management
Complete daily outbound calls to prospective beneficiaries to assess interest and eligibility and secure the Scope of Appointment
Visit provider clinics in Los Angeles and Orange County to meet with beneficiaries
Use a consultative sales approach to determine needs, present plans, handle obstacles, and close sales by phone or in person
Educate prospective beneficiaries and complete enrollment applications
Answer product and service questions professionally and promptly
Develop sites and secure organizations for community and provider-based sales and marketing activities that create membership growth opportunities
Attend daily and weekly team meetings and report production
Maintain reports on business activities, productivity, forecasting, and sales analysis
Maintain strong familiarity with competitors and the overall market environment
Perform related duties as assigned

Requirements

What you’ll need

Minimum two (2) years of successful Medicare telesales, telemarketing, or customer service experience in a call center setting with a background in Medicare products
Ability to travel throughout the organization's service area
Ability to work as an independent self-starter and as part of a team
Effective verbal and written communication skills
Proficiency with CRM systems such as Salesforce and HubSpot
Knowledge of health plan portals, Google Workspace, and Microsoft Office, including Microsoft Word
Be a captive agent
Current knowledge of CMS regulations related to marketing, benefits, enrollment, and other regulatory guidelines
Bachelor's degree in marketing, finance, or business administration
Product and Benefits training and/or other CMS-required courses

Benefits

Comp & perks

Performance-based incentive bonuses
Opportunity to grow with the company
Comprehensive health coverage including medical, dental, and vision
401(k) Plan
Paid Time Off
Employee Assistance Program
Health Care FSA
Dependent Care FSA
Health Savings Account
Voluntary Disability Benefits
Basic Life and AD&D Insurance
Adoption Assistance Program
Training and Development
Starting salary: $45,000-$50,000