What are the responsibilities and job description for the Community Sales Advisor position at RetireMed?
About us:
RetireMed simplifies Medicare by providing guidance, evaluating your plan options, and helping you enroll in the right plan when you’re ready. Our advisor team supports you in all steps of the Medicare process- all at no cost to you. Over 50,000 individuals in Ohio, Kentucky, and Indiana trust us to deliver Medicare peace of mind.
About the role
We are seeking a dedicated and self-motivated Community Sales Advisor to join our team. This role is ideal for a seasoned sales professional who thrives on flexibility and enjoys meeting leads face-to-face in public areas to provide Insurance guidance. The advisor must be comfortable with frequent travel, including overnight stays in other cities, and working late nights or weekends as needed. You will be responsible for selling Medicare Advantage, Medicare Supplement, Prescription Drug Plans and approved Ancillary products to prospective beneficiaries. You will drive business by identifying, contacting, and educating potential customers about their insurance options, while building and maintaining long-term relationships. The ideal candidate will possess excellent communication skills, an in-depth understanding of Medicare products, and the ability to work independently in a competitive field environment.
Desired qualifications
- Bachelor’s degree in business, Insurance Sales, Marketing, or related field
- 5 years of experience in business development or sales
- Exceptional communication and relationship-building abilities
- Stay informed about Medicare guidelines and plan offerings, ensuring compliance with industry regulations.
- Travel to other cities as needed, which may include overnight stays, to participate in events, engage with clients, or contribute to initiatives.
- Demonstrate flexibility to work evenings and weekends as business needs dictate.
Compliance and Documentation:
- Follow all CMS, and RetireMed compliance rules, procedures, and security measures.
- Ensure accurate and timely completion of enrollment documentation.
- Maintain meticulous CRM records, capturing all critical client data and interactions in a detailed and timely manner.
Team and Administrative Support:
- Independently responsible for driving personal performance with support from internal resources.
- Participate in ongoing training to stay current on Product knowledge, licensing, certifications, and carrier updates.
- Support the "One Team, One Goal" vision by contributing to team initiatives and promoting a culture of accountability.
- Prior carrier broker experience preferred
- Excellent interpersonal skills and a strong work ethic
- Ability to travel ~50% in defined territory
Skills and Attributes:
- Exceptional verbal and written communication skills.
- Strong lead generation and prospecting skills
- Strong closing skills with the ability to overcome objections in real-time.
- Self-starter with strong time management and organizational skills.
- Comfortable working independently with minimal in-office time.
- Willingness to travel extensively and adapt to a dynamic schedule.
- Positive attitude, professional demeanor, and a team-oriented mindset.
Technical Proficiency:
- Proficient in Microsoft Office and CRM tools.
- Ability to quickly learn and navigate company resources, including lead management and phone system platforms.
- Obtain and maintain State Health Insurance licensure.
What we Offer:
We offer a comprehensive benefits package designed to support your career growth and work-life harmony:
- Competitive Salary: Lucrative compensation program
- Paid Time Off (PTO): To enjoy the things that you like to enjoy
- Paid Maternity/Paternal Leave: To spend time with your new family member(s)
- 9 Holidays Observed: Time to rest and recharge
- Professional Development: Opportunities for continuous learning and career advancement
Why RetireMed?
At RetireMed, we don’t just offer jobs—we provide careers with flexibility, growth, and work-life harmony. You’ll be part of a growing company that values your contributions and invests in your success.
