Licensed Medicare & Health Insurance Sales Advisor

About the role

Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Responsibilities

• Develop new business opportunities through referrals, networking, community partnerships, seminars, financial advisors, and outbound prospecting
• Build and maintain a strong sales pipeline to meet or exceed established production goals
• Conduct client needs assessments and recommend Medicare, Individual Health, supplemental, dental, vision, life insurance, and related coverage solutions
• Develop and present customized recommendations and enrollment strategies based on client needs
• Build and manage long-term relationships with clients through proactive communication, education, and ongoing support
• Conduct annual policy reviews and identify opportunities for coverage enhancements and client retention
• Establish and strengthen referral partner relationships with financial advisors, healthcare providers, employer groups, tax professionals, and community organizations
• Conduct educational workshops, seminars, webinars, and community events to promote awareness and generate business opportunities
• Maintain accurate sales activity, pipeline management, and client documentation within CRM systems
• Partner with Client Service Coordinators and internal team members to ensure a seamless and consistent client experience

Qualifications

• Active Life & Health Insurance License required
• Ability to obtain and maintain Medicare carrier certifications and Marketplace certifications
• Strong consultative selling, relationship-building, and presentation skills
• Excellent verbal and written communication skills
• Strong organizational, time management, and follow-through abilities
• Proven ability to generate new business opportunities and build referral relationships
• Ability to work independently while contributing to a collaborative team environment
• Proficiency with Microsoft Office applications, CRM platforms, and virtual meeting technology
• Commitment to delivering exceptional client and referral partner experiences

Preferred Qualifications

• 1-3 years of sales experience within Medicare, Individual Health, healthcare, insurance, financial services, or a related field
• Experience working with Medicare Advantage, Medicare Supplement, Part D, ACA Marketplace, and supplemental insurance products
• Experience conducting educational presentations, workshops, or seminars
• Knowledge of carrier products, regulatory requirements, and industry trends
• Experience developing and managing referral partner networks
• Proven ability to meet or exceed sales and retention goals

Benefits

Coleagues enjoy a comprehensive benefits package including Medical, dental, and vision insurance, Life and disability coverage, 401(k), Generous paid time off, Professional development and career growth opportunities.

Additional Information

Work Arrangement: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.

Location Type: Hybrid - 3 or more days in office - Office