Company Description
Nexus Insurance Advisors is a growing, relationship-driven insurance brokerage dedicated to helping individuals make confident, informed healthcare decisions. We specialize in Medicare, Individual Health Insurance, and Employer Group Benefits. We are currently seeking a motivated and client-focused Medicare Insurance Sales Agent to join our team.
This role is ideal for a licensed professional who enjoys educating clients, building long-term relationships, and guiding seniors through their Medicare options with clarity and care.
Role Description
The Medicare Consultant is responsible for educating, advising, and enrolling clients in Medicare Advantage, Medicare Supplement, and Prescription Drug Plans. The agent will work with inbound leads, referrals, community outreach, and educational appointments to help individuals select coverage that aligns with their healthcare and financial needs.
Key Responsibilities
Client Consultation & Sales
- Educate clients on Medicare basics including Parts A, B, C, and D
- Present and explain Medicare Advantage, Medicare Supplement, and Prescription Drug Plans
- Conduct needs-based consultations to recommend appropriate coverage options
- Assist clients with plan comparisons, applications, and enrollments
- Ensure all enrollments follow CMS and carrier compliance guidelines
- Maintain accurate and detailed client records in CRM system
Lead Management & Follow-Up
- Manage inbound leads, referrals, and appointment requests
- Conduct timely follow-up with prospects and existing clients
- Build and maintain a strong pipeline of Medicare prospects
- Track activity, sales, and client interactions within CRM
Client Service & Retention
- Provide ongoing support to existing Medicare clients
- Assist with plan reviews during Annual Enrollment Period (AEP) and Open Enrollment Period (OEP)
- Help clients resolve billing, coverage, and claims-related questions
- Maintain long-term client relationships through proactive communication
Community Outreach & Education
- Participate in educational events, seminars, and local outreach (when applicable)
- Build relationships with referral partners and community organizations
- Represent Nexus Insurance Advisors professionally in the community
Compliance & Professional Standards
- Adhere to all CMS Medicare marketing and enrollment regulations
- Maintain required licenses, certifications, and carrier appointments
- Complete annual Medicare training and certifications (AHIP)
- Protect client privacy and follow all HIPAA guidelines
Qualifications
- Active Health & Life Insurance License or willingness to obtain
- Medicare certification (AHIP) or willingness to obtain
- Strong communication and interpersonal skills
- Ethical, client-first approach to sales
- Comfortable using CRM systems and basic technology
- Self-motivated and organized
Compensation & Benefits
- Competitive commission structure (base + commission)
- Performance bonuses and incentives
- Medical Benefits
- Marketing and lead support
- Training, onboarding, and ongoing coaching
- Growth opportunities within a rapidly expanding agency
- Supportive, team-oriented culture
Work Environment
- Hybrid / Remote flexibility available
- Local appointments and community events may be required
- Full-time
Job Type: Full-time
Pay: $65,000.00 - $120,000.00 per year
Benefits:
- Health insurance
- Paid time off
Work Location: Hybrid remote in Cherry Hill, NJ 08003
