Medicare Sales Field Agent

CarePlus seeks a Medicare Sales Field Agent to educate and enroll eligible beneficiaries in Medicare Advantage and related plans. In this field-based role, you will build relationships with seniors, conduct needs assessments, and present compliant plan options that align with CMS guidelines and CarePlus standards. Responsibilities include prospecting through community events, provider partnerships, and referrals; managing a local territory; meeting sales and quality goals; and maintaining accurate documentation. You'll collaborate with clinical and administrative teams to ensure a smooth member experience and support CarePlus's mission of compassionate, patient-centered care.

Responsibilities

• Educate Medicare-eligible individuals on Medicare Advantage and related plan options
• Conduct needs assessments and recommend suitable plan choices within CMS guidelines
• Prospect and generate leads through community events, referrals, and provider relationships
• Manage and grow an assigned local territory to meet enrollment goals
• Achieve monthly and annual sales, quality, and compliance targets
• Maintain accurate, timely documentation of leads, appointments, and enrollments in CRM systems
• Collaborate with internal clinical and administrative teams to support new member onboarding
• Stay current on Medicare regulations, plan changes, and competitive offerings
• Deliver compliant presentations and handle beneficiary questions with clarity and care
• Represent Care
• Plus professionally in the community, supporting its mission and values

Required Skills

• Medicare Advantage plan knowledge
• Health insurance sales
• Territory management
• Lead generation and prospecting
• Customer relationship management (CRM) software
• Compliance with CMS regulations
• Presentation and public speaking
• Needs-based selling
• Data entry and documentation accuracy
• Community outreach and event marketing