Medicare Search Broker & Advisor

Responsibilities

• Conduct comprehensive Medicare plan searches for individuals and families in Florida, matching clients with the most suitable coverage options.
• Provide personalized consultations, explain plan benefits, costs, and eligibility criteria.
• Stay up‑to‑date with federal, state, and private Medicare regulations and product changes.
• Maintain accurate client records in the CRM system and follow compliance guidelines.
• Generate leads through community outreach, webinars, and partnership programs.
• Achieve monthly sales and client‑satisfaction targets.

Requirements

• High school diploma or GED required; Associate’s or Bachelor’s degree in Business, Health Care, or related field preferred.
• Minimum 2 years experience in Medicare sales, insurance brokerage, or health‑care advising.
• Active Medicare sales license (or ability to obtain within 90 days) in Florida.
• Strong communication, interpersonal, and problem‑solving skills.
• Proficiency with CRM software, Microsoft Office, and virtual meeting platforms.
• Ability to work independently and as part of a collaborative team.

Benefits

• Competitive base salary plus uncapped commission structure.
• Health, dental, and vision insurance after 60 days.
• 401(k) with company match.
• Paid time off (10 days PTO + holidays).
• Professional development stipend and licensing fee reimbursement.
• Remote work flexibility and occasional in‑office meetings in Jacksonville, FL.

FAQ

• Do I need prior Medicare licensing? A Florida Medicare license is required; we will cover the licensing fee and provide training.
• Is remote work allowed? Yes, the role is primarily remote with optional weekly office days for team collaboration.
• What is the typical onboarding timeline? New hires complete a 2‑week training program covering compliance, product knowledge, and sales tools.
• What are the performance expectations? Meet or exceed monthly sales targets and maintain a client satisfaction score of 90% or higher.