Licensed Sales Agent

Licensed Sales Agent

About Plan Medicare: Plan Medicare is one of New York's leading Medicare agencies, dedicated to helping individuals navigate the complexities of Medicare coverage. Our independent agents represent nearly every major carrier, ensuring clients receive unbiased, personalized guidance tailored to their unique needs. We pride ourselves on exceptional service from helping clients understand their options to assisting with enrollment, eligibility, and ongoing support. Our mission is to make Medicare simple and accessible for every client we serve.

Role Overview: We are seeking a motivated, client-focused Licensed Sales Agent to join our growing team. In this role, you will work directly with individuals turning 65 or transitioning onto Medicare, guiding them through plan options, enrollment decisions, and long-term coverage strategies. Successful agents combine strong communication skills with deep Medicare knowledge to deliver a high-trust advisory experience. This role offers the opportunity to build a large, long-term book of business while helping clients make important healthcare decisions.

Key Responsibilities:

• Educate clients on Medicare Parts A, B, C, and D, as well as Medicare Supplement (Medigap) options.
• Conduct consultations with prospective clients to assess healthcare needs, budget, and coverage preferences.
• Present plan options across multiple carriers and provide unbiased recommendations.
• Assist clients with applications and enrollments while ensuring full CMS and carrier compliance.
• Maintain accurate documentation of all client interactions and enrollment activities in CRM systems.
• Follow up with new leads and client referrals promptly and professionally.
• Support clients with ongoing service needs including plan changes, billing questions, and coverage reviews.
• Build long-term relationships with clients to drive retention and referrals.
• Stay up to date on Medicare regulations, carrier plan updates, and policy changes.
• Collaborate with the Plan Medicare team to ensure a seamless client experience.

Qualifications:

• Active New York Life & Health Insurance License (required).
• AHIP certification (or willingness to obtain annually).
• 2+ years of experience in Medicare sales, health insurance, or a related advisory role preferred.
• Strong communication and consultative selling skills.
• Ability to explain complex Medicare concepts in a simple, clear manner.
• Highly organized with strong attention to detail and compliance requirements.
• Comfortable working with CRM systems and managing multiple client relationships.
• Self-motivated with the ability to work independently while contributing to a team environment.

Compensation & Benefits:

• Base Salary: $50,000
• Uncapped commissions and residual income
• Medical and Dental insurance
• 401(k)
• Ongoing training and support
• Access to leads and marketing resources
• Opportunity to build a long-term book of Medicare clients

Why Join Plan Medicare:

• Represent nearly every major Medicare carrier
• Strong inbound lead flow from national marketing partners
• Collaborative, supportive team environment
• Opportunity to build long-term residual income
• Help thousands of seniors make confident healthcare decisions

What AmeriLife Offers:

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement: We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement: We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially.

Pay Transparency Statement: We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement: Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.