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Remote Medicare Sales Representative at Keystone Advisors

Role overview

Qualifications

  • Active Health Insurance License required
  • Medicare sales experience required
  • Strong outbound sales and closing skills
  • Experience with retention, effectuation, and ancillary product sales a MUST

Responsibilities

  • Make high-volume outbound calls to prospects
  • Educate beneficiaries on Medicare Advantage, Medicare Supplement, and PDP plans
  • Complete compliant enrollments
  • Maintain strong member retention through proactive client support and follow-up

Other skills

  • Customer Service
  • Communication
  • Empathy
  • Time Management

About the company

Keystone Advisors logo

Keystone Advisors

Outsourcing & Offshoring

At Keystone Advisors, we believe that progress starts with change. We are an independent insurance brokerage that helps independent agents grow their insurance business while providing comprehensive health insurance solutions to consumers across the United States. We are proud to be women and minority owned and are committed to serving diverse communities and providing a better future for everyone. With our national footprint and headquarters in Houston, Texas, our team of dedicated professionals is here to help you make the right decisions and take the next step towards success. With our expertise and dedication, we are confident that we can make a positive impact on our clients and the industry as a whole. Join us in creating a brighter tomorrow!

Company details

Company typeSME
IndustryOutsourcing & Offshoring
Company size51 - 200

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Job description

Job Summary

Keystone is a fast-growing company seeking top talent employees. If you want to be part of a team with a purpose Keystone may be right for you. We are seeking licensed ACA Telesales professionals to have a pivotal role assisting the company achieve our goal of new customer growth while maintaining an exceptional customer experience and setting a new benchmark in the industry. You will be responsible for promoting our products and services to new potential customers while being supported by Keystone Advisors team. This is a permanent full-time position plus bonus & commissions!

Excepting Applications from the following States: AZ, FL, IL, UT, TX, NM

Position Overview: We are seeking experienced and motivated Medicare Sales Agents for a high-performance remote sales position focused on heavy outbound dialing and lead conversion. Agents will work third-party vendor leads, contact Medicare prospects, qualify beneficiaries, and close enrollments while maintaining full CMS compliance.This role also emphasizes policy effectuation, member retention, and cross-selling ancillary products to maximize client value and long-term retention. Ideal candidates are strong closers who understand relationship-based sales and are comfortable working in a fast-paced outbound environment.

Responsibilities

    • Make high-volume outbound calls to prospects
    • Work and convert third-party lead vendor calls
    • Educate beneficiaries on Medicare Advantage, Medicare Supplement, and PDP plans
    • Build rapport quickly and overcome objections
    • Complete compliant enrollments
    • Strong Follow up skills with clients to maintain policy effectuation
    • Maintain strong member retention through proactive client support and follow-up
    • Must Cross-sell ancillary products including dental, vision, hearing, hospital indemnity, and other supplemental coverage options
    • Maintain accurate CRM notes and follow-up activity
    • Meet daily dialing, talk-time, sales, retention, effectuation, and ancillary sales KPIs

Qualifications

    • Active Health Insurance License required
    • AHIP certification preferred
    • Medicare sales experience required
    • Strong outbound sales and closing skills
    • Experience with retention, effectuation, and ancillary product sales a MUST
    • Comfortable in a heavy outbound dialing environment
    • Self-motivated, competitive, and goal-oriented
    • Reliable internet connection and dedicated remote workspace
    • Experience working third-party vendor leads is a plus
    • MUST be able to get appointed with carriers
    • Excellent attendance and availability required for remote consideration

Ideal Candidate

  • Strong closer with proven Medicare Marketplace sales experience
  • Comfortable working fast-paced outbound leads with high call volume
  • Skilled in building trust quickly and guiding clients to the right plan
  • Understands the importance of policy activation and long-term retention
  • Motivated by performance, commissions, and hitting targets

Knowledge, Skills, Abilities, & Experience

  • Self-motivated; upbeat attitude with high energy level
  • Excellent customer service skills
  • Excellent verbal, written communication, and interpersonal skills
  • Empathy and patience
  • Ability to multi-task
  • Passion to succeed, with a competitive spirit

    Company Benefits

    • Paid time off, Generous paid Holidays
    • Quarter Company Events
    • Open Fun/Friendly Environment / Company Events
    • On The Job Training
    • Office amenities: Yoga Room/Meditation, Pickleball courts, and Golf Simulator

We are actively hiring sales agents in the following states: Arizona, Florida, Illinois, Utah, Texas, and New Mexico. Candidates in these regions are encouraged to apply and join our dynamic sales team, where they will have the opportunity to grow professionally while contributing to our company’s success.



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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
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