Ancillary Sales Agent

🔥 6 minutes ago

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Logo of WiseChoice Senior Advisors

WiseChoice Senior Advisors

11 - 50 employees

Founded 2024

🛡️ Insurance

⚕️ Healthcare Insurance

Insurance • Healthcare Insurance

WiseChoice Senior Advisors is an agent-focused Medicare insurance agency and distribution partner that helps independent agents sell Medicare and related supplemental products. The company partners with large distribution organizations (noted partner: Integrity) and is backed by Innovative Financial Group and FYM Financial, providing agents access to trusted carriers (Humana, UnitedHealthcare, Anthem, Devoted Health, Molina, etc. ), lead flow, training, and a custom tech stack (CRM, dialer, commission dashboard, enrollment sync) to automate client intake and streamline case management. WiseChoice specializes in Medicare Advantage, Medigap, prescription drug plans, ACA health plans, dental/vision/hearing, hospital indemnity, home health, critical illness, final expense, and affordable term life insurance; it positions itself as "agents first" with high commissions, flexible schedules, and ongoing coaching to help agents build residual income. The firm’s mission emphasizes personalized Medicare guidance and helping clients secure financial protection and peace of mind while offering agents a plug-and-play system to scale their business.

📋 Description

• Handle 100% inbound, high-intent leads with no cold calling • Educate consumers on hospital indemnity and dental coverage • Identify coverage gaps and position ancillary products as financial protection solutions • Cross-sell Medicare Advantage and Final Expense when appropriate • Build trust quickly through consultative conversations and needs analysis • Accurately document and submit applications using WiseChoice systems • Stay compliant with all carrier and CMS guidelines • Maximize each call by increasing average revenue per lead (ARPL)

🎯 Requirements

• 12+ months of insurance sales experience; ancillary, life, health, or Medicare preferred • Strong closer with a track record of high conversion rates on inbound leads • Comfortable cross-selling multiple products in a single call • Entrepreneurial mindset focused on maximizing earnings per opportunity • Competitive, self-driven, and resilient in overcoming objections • Active Health and/or Life Insurance License, or ability to obtain quickly • Ability to secure carrier appointments; UNL experience is a plus • Windows 11 (22H2 or later), 8GB RAM minimum, 20GB available storage • macOS Sonoma 14.7.2 or later, 8GB RAM minimum, 20GB available storage • Availability during peak inbound hours is strongly recommended: Monday–Friday 8:00 AM–7:00 PM and Saturday 10:00 AM–4:00 PM CST • Must be located in the United States

🏖️ Benefits

• Freedom with Accountability — “You control your schedule. We give you tools, not rules.” • Transparent commissions with no deductions and fast payment • CRM, dialer, and automation technology • Exclusive qualified inbound lead flow; leads are never recycled • Agent-first culture with no meetings and no micromanagement • High commission payouts per policy sold • Residual income opportunities on ancillary and Medicare products • Cross-sell earning potential for Medicare Advantage and Final Expense • Paid up to $300 per Medicare policy submitted • Ability to earn residual income from Dental Vision & Hearing, Cancer, and Hospital Indemnity products • Flexible schedule • Remote work

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