Medicare Sales Agent

Medicare Sales Agent position based in California. Candidates must have legal and valid work authorization (Green Card or U.S. citizenship), reside in the service area, and be fluent in Spanish.

About the role

The Medicare Sales Agent promotes and sells Health Plan Medicare Advantage products, focusing on the Dual-Eligible Special Needs Plan (D-SNP) market. This role educates prospective members about Medicare and Medi-Cal programs, ensures compliance with CMS and DHCS regulations, and drives enrollment growth in San Joaquin, Stanislaus, Alpine, and El Dorado counties. The position is commission-based and requires a moderate degree of discretion and independent judgment.

Responsibilities

• Develop and execute a strategic sales plan to drive Medicare enrollments, emphasizing the D-SNP population.
• Conduct one-on-one and group sales presentations for Medicare-eligible individuals, caregivers, and community organizations.
• Build and maintain relationships with community partners, providers, and key stakeholders to identify and support eligible individuals.
• Educate prospects on Medicare and Medi-Cal eligibility, benefits, and plan options while ensuring compliance with CMS and DHCS regulations.
• Attend and host community outreach events, health fairs, and informational sessions to generate leads and increase awareness.
• Maintain accurate records of sales activities, leads, and enrollments in compliance with regulatory guidelines.
• Provide exceptional customer service and follow-up to ensure high member satisfaction and retention.

Requirements

• Knowledge of Medi-Cal and Medicare.
• Familiarity with CMS and DHCS compliance regulations regarding sales and marketing for Medi-Cal and Medicare.
• Strong listening, interpersonal, and communication skills, with the ability to convey complex information clearly to technical and non-technical audiences.
• Ability to work independently and collaboratively in a team-oriented environment with minimal supervision.
• Strong problem-solving, analytical, and organizational skills.
• Proficiency in Windows, Excel, Word, Outlook, and CRM systems for tracking leads and enrollments.
• Ability to speak, read, and write Spanish fluently (will be tested).
• Ability to handle confidential information with discretion.
• Active Life and Health Agent License required within 90 days of hire.
• Annual AHIP certification required.
• Valid California driver license and reliable transportation, or ability to obtain transportation on demand in the service area.

Qualifications

• Bachelor’s degree or equivalent work experience.
• At least 2 years of experience with Medicare.
• At least 2 years of experience in consulting or sales.
• Strong understanding of Medicare, Medi-Cal, CMS, and DHCS regulations.

• Preferred:
• Bachelor’s degree in business, healthcare, or sociology.
• Experience working in the Medi-Cal space.
• Medicare sales experience.
• Established community relationships with organizations serving Medicare and Medi-Cal populations.
• Experience conducting educational seminars and outreach events.
• Strong knowledge of low-income senior and disabled populations and their healthcare needs.

Benefits

• Competitive salary with a robust bonus structure.
• Affordable health, dental, and vision insurance with multiple provider choices.
• Generous paid time off (up to 3 weeks of PTO, 4 paid floating holidays including your birthday, and 9 paid holidays).
• CalPERS retirement pension program with automatic employer-paid contributions, plus a voluntary defined contribution plan.
• Two flexible spending accounts (FSAs).
• Employer-paid term life and AD&D insurance.
• Employer-paid disability insurance.
• Employer-paid Life Assistance Program (supplemental medical, legal, and identity theft protection).
• Access to an exclusive discount mall.
• Education and training reimbursement, plus employer-paid elective learning courses.