
1001 - 5000 employees
Founded 1973
🏥 Healthcare
💼 Consulting
💸 Finance
💰 Secondary Market on 2022-06
Healthcare • Consulting • Finance
AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.
🕒 August 12
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1001 - 5000 employees
Founded 1973
🏥 Healthcare
💼 Consulting
💸 Finance
💰 Secondary Market on 2022-06
Healthcare • Consulting • Finance
AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.
• Generate and manage a pipeline of Medicare prospects through referrals, networking, community outreach, marketing campaigns, and lead follow-up • Conduct needs-based consultations on Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and related products • Educate and enroll new Medicare beneficiaries into appropriate Medicare health plans • Present plan options clearly and compliantly • Meet or exceed monthly, quarterly, and annual sales goals • Meet with Medicare beneficiaries virtually, by phone, or in person based on client needs and preferences • Maintain accurate records of prospect interactions, enrollments, follow-up activities, sales, and service activities within CRM systems • Adhere to CMS regulations, carrier guidelines, company compliance requirements, and HIPAA regulations • Protect confidential member information • Track performance against KPIs including enrollments, conversion rate, member satisfaction, lead follow-up, contact activity, and compliance and quality audit results
• Candidates must reside in the Albuquerque/Santa Fe, New Mexico area • Active Health and Life Insurance License (required) • AHIP certification and carrier certifications (or ability to obtain) • Minimum 1–3 years of Medicare sales, insurance sales, or related customer service experience preferred • Strong understanding of Medicare Advantage, Medicare Supplement, and Prescription Drug Plans • Proficiency with CRM systems, Microsoft Office, and virtual communication tools • Ability to work independently while managing multiple priorities • Excellent communication, presentation, and relationship-building skills • Strong problem-solving and customer retention skills • Must complete all required certifications, licensing, and training programs • Adherence to CMS regulations, carrier guidelines, company compliance requirements, and HIPAA regulations • Successful completion of background screening, if employed
• Competitive base salary plus commissions and performance incentives • Health, dental, and vision benefits • Paid time off and holidays • Ongoing training and professional development opportunities • Career advancement potential within a growing organization • PTO • Medical, dental, and vision insurance • Retirement savings • Disability insurance • Life insurance
Apply Now🕒 August 12
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