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Medicare Sales Field Agent
Career Insights for Life / Health Insurance Sales Agent
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Scorecard
Based on Florida data
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What they do
A Life or Health Insurance Sales Agent sells life insurance or health insurance to customers, working on behalf of an insurance company or independent insurance agent or broker. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. Life insurance agents may sell policies or annuities, and assist clients or beneficiaries with getting insurance claims processed. Health insurance agents may negotiate rates for employers, explain plans and benefits to employees, and help clients to file or resolve health insurance claims. Life and health insurance sales agents may earn commissions for sales.
$71,609 / year median in Florida
+5% projected growth
Job Description
CarePlus is seeking a Medicare Sales Field Agent to educate and enroll eligible beneficiaries into Medicare Advantage and related health plans. In this field-based role, you will conduct community outreach, meet with prospects in homes and designated locations, explain plan benefits and compliance requirements, and complete accurate enrollments. You will build relationships with referral partners, meet or exceed sales targets, document activities in CRM systems, and uphold CMS and organizational standards. CarePlus supports work-life balance, continuous training, and growth in a mission-driven, patient-centered environment. Responsibilities Educate Medicare-eligible prospects on Medicare Advantage and related plans Conduct field-based and community outreach activities to generate leads Meet with beneficiaries in homes or designated locations to assess needs Explain plan benefits, coverage options, and enrollment rules clearly and compliantly Complete accurate and timely enrollment applications and documentation Use CRM tools to track leads, appointments, and follow-ups Build relationships with community partners and referral sources Meet or exceed monthly and annual sales and enrollment targets Maintain compliance with CMS, HIPAA, and organizational policies Participate in ongoing training, meetings, and performance reviews Required Skills Medicare Advantage product knowledge Health insurance sales Field and community outreach Customer relationship management (CRM) usage Regulatory and CMS compliance HIPAA and patient privacy understanding Lead generation and pipeline management Presentation and communication skills Negotiation and closing skills Time management and territory planning