Medicare Benefit Consultant

About the role

Join Curana Health and play a key role in improving access to care for older adults living in senior living communities. As a Territory Sales Representative, you’ll work directly with Medicare beneficiaries, helping them understand their healthcare options and enroll in Curana Health’s Medicare Special Needs Plans (ISNP, IESNP, MAPD) that best support their needs.

Responsibilities

• Manage a Tennessee territory and conduct in-person and virtual sales appointments with Medicare beneficiaries.
• Educate prospective members on plan options, benefits, and eligibility requirements in a clear, compliant, and customer-friendly way.
• Possess and prospect, develop, and grow a statewide territory to drive enrollment, retention, and market penetration.
• Build, maintain, and expand relationships with senior living staff, agencies, and community organizations serving the Medicare population.
• Identify customer needs and present plan options using consultative selling techniques, clearly communicating features and benefits.
• Deliver plan education sessions and training to partner staff to support awareness and enrollment efforts.
• Generate enrollments aligned to territory targets and consistently meet or exceed individual sales goals.
• Provide an exceptional member experience throughout all phases of the enrollment lifecycle, including responding to benefit and eligibility questions.
• Ensure all activities are conducted in accordance with Medicare Marketing Guidelines and other applicable regulatory requirements.
• Accurately document sales activities, customer interactions, and enrollments in CRM systems.
• Independently plan travel, schedule appointments, and manage day-to-day territory activity to meet performance expectations.
• Maintain a goal-oriented, self-motivated approach to achieving sales objectives.

Qualifications

• Associate or bachelor’s degree preferred, or equivalent experience in a customer-facing, sales, or healthcare-related role
• 3-5 years of experience in sales, customer service, or a customer-facing role with a focus on understanding and meeting customer needs
• Ability to travel extensively (up to 75%) within Tennessee territory; candidates based near or near Nashville are strongly preferred
• Valid driver’s license and reliable transportation
• Ability to obtain a state insurance license within 30 days of hire (company support provided)
• Strong relationship-building and communication skills, including the ability to present information clearly to individuals and small groups
• Organized and self-motivated, with the ability to manage a territory and work independently in a fast-paced environment
• Comfortable initiating outreach and building new relationships in the community
• Basic proficiency with computers and CRM/documentation tools
• To lift up to 25 pounds of collateral materials

Preferred Qualifications

• Experience working directly with seniors or in a healthcare setting (e.g., senior living, home health, hospice, care coordination)
• Background in sales, admissions, business development, community outreach, or case management
• Experience in a customer-facing, B2C environment
• Familiarity with Medicare or health insurance products (not required)