Education Specialist

About the role

We are seeking a motivated and customer-focused Medicare Insurance Agent to drive new business growth in New Mexico. This role is responsible for enrolling new Medicare beneficiaries into appropriate Medicare health plans. The ideal candidate combines consultative sales skills with exceptional customer service and a passion for helping seniors navigate their healthcare options. This candidate must live in New Mexico and have experience with in-person Medicare sales. Experience in holding seminars is a bonus.

Responsibilities

• Generate and manage a pipeline of Medicare prospects through referrals, networking, community outreach, marketing campaigns, and lead follow-up.
• Conduct needs-based consultations to educate beneficiaries on Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and related products.
• Present plan options clearly and compliantly, helping prospects make informed enrollment decisions.
• Meet or exceed monthly, quarterly, and annual sales goals.
• Attend community events, seminars, health fairs, and educational meetings to generate new business opportunities.
• Maintain accurate records of prospect interactions, enrollments, and follow-up activities within CRM systems.
• Adhere to all CMS regulations, carrier guidelines, and company compliance requirements.
• Complete all required certifications, licensing, and training programs.
• Maintain accurate documentation of sales and service activities.
• Protect confidential member information in accordance with HIPAA regulations.

Requirements

• Active Health and Life Insurance License (required).
• AHIP certification and carrier certifications (or ability to obtain).
• Minimum 1–3 years of Medicare sales, insurance sales, or related customer service experience preferred.
• Strong understanding of Medicare Advantage, Medicare Supplement, and Prescription Drug Plans.
• Excellent communication, presentation, and relationship-building skills.
• Ability to work independently while managing multiple priorities.
• Proficiency with CRM systems, Microsoft Office, and virtual communication tools.
• Strong problem-solving and customer retention skills.

Key Performance Indicators

• New Medicare enrollments.
• Sales conversion rate.
• Member satisfaction scores.
• Lead follow-up and contact activity.
• Compliance and quality audit results.

Preferred Attributes

• Passion for serving seniors and helping individuals understand healthcare coverage options.
• Self-motivated, goal-oriented, and results-driven.
• Strong consultative sales approach focused on long-term relationships.
• Ability to build trust and credibility with diverse populations.

Pay

Competitive base salary plus commissions and performance incentives.

Benefits

• Health, dental, and vision benefits.
• Paid time off and holidays.
• Ongoing training and professional development opportunities.
• Career advancement potential within a growing organization.
• Retirement savings, disability insurance, and life insurance.