Senior Benefits Consultant, Inbound Leads

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🔥 58 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 —no cold calling • Educate consumers on hospital indemnity and dental coverage (UNL, Dental Shield) • 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 with a focus 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)

🏖️ Benefits

• Freedom with Accountability – “You control your schedule. We give you tools, not rules.” • Transparent Commissions – “No games. No deductions. Real numbers paid fast.” • Tech that Works – “CRM + dialer + automation built to help you sell, not slow you down.” • Exclusive Lead Flow – “Qualified leads, real intent, never recycled.” • Agent-First Culture – “No meetings, no micromanagement, just performance and partnership.”

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