Insurance Advisor

Medicare Insurance Advisor

We are looking for motivated, self-driven and sales-oriented people that are interested in being a part of a growing team. As a member of our team, you will have the opportunity to work in a fun and positive work culture, where you will be surrounded by like-minded individuals who are passionate about helping others. This is not just another sales job. This is a career.

We are interested in candidates who demonstrate genuine motivation and dedication to their work, rather than those simply seeking employment for the sake of "having a job". If you are looking for "just a job", this position is not the right fit. We are looking for people that are willing to maximize their potential in a career field that rewards day-to-day performance & activity. Take some time to review the information below for a better understanding about this position!

POSITION SUMMARY

As a Medicare Insurance Advisor at Medicare Joe®, you will play a vital role in guiding individuals through their Medicare enrollment journey. This is a full-time, onsite sales role focused on educating clients, delivering tailored insurance solutions, and building long-term relationships through trust, performance, and professionalism. You will be supported with hands-on training, a proven appointment-setting system, and the opportunity to build a high-earning, residual-based book of business. The goal for the Advisor position is to maximize conversations with prospects and begin to build their own client book of business while using all of the resources that are provided by our company.

ABOUT THE COMPANY

We are Medicare Joe ®, one of the fastest-growing insurance agencies in the country. We provide expert Medicare education and guidance to seniors, helping them select the health plan that best fits their needs. We are growing by the day, and our mission is to simplify the Medicare process and serve every client with clarity, compassion, and integrity. We are resourceful and results-driven in our pursuit to see every team member reach their personal, professional, and financial goals through the work we do together. Our core values are the backbone of our business and guide our hiring process: we are accountable, team-oriented, and act with integrity. We provide:

• Turn key system that will put 15-25 qualified sales appointments on your calendar each week
• All training, software, licensing and certification costs
• Opportunities for Advancement and Management

PERFORMANCE OBJECTIVES

• Complete training program and pass/maintain required Life & Health Insurance licenses.
• Develop expert knowledge of Medicare, Medicare Advantage, and Supplement plans.
• Conduct needs analyses to educate and advise clients on the best Medicare solutions.
• Engage in outbound calls per day or achieve 4 hours of talk time during ramp-up phase.
• Facilitate the full enrollment process for prospective clients.
• Hit revenue benchmarks within 90 days of starting in the role.
• Accurately document all client interactions and maintain compliance standards.
• Collaborate with leadership and peers to support a strong, team-driven culture.
• Continuously develop product and industry knowledge to adapt to client needs.
• Achieve personal sales goals and contribute to team performance.
• Participate in advancement opportunities and mentorship within the agency.

KEY COMPETENCIES

• Self-motivated to meet and exceed revenue targets.
• Strong verbal and written communication with a focus on education and clarity.
• Ability to prioritize daily tasks and handle a high volume of client interactions.
• Ability to identify needs and recommend appropriate solutions.
• Comfortable in a fast-paced, performance-driven environment.
• Maintains energy and focus during high outbound call volume.
• Open to feedback and eager to grow through training and mentorship.
• Works well in a collaborative, high-performing culture.
• Accurate with documentation, enrollment details, and compliance.
• Maintains high professional and ethical standards.
• Effectively communicates product information during in-person and phone consultations.
• Navigates CRM tools, call systems, and digital enrollment platforms.
• Focused on achieving key performance metrics daily.

EDUCATION AND EXPERIENCE

• 1 year of sales or customer service experience
• Bachelor’s degree (Required)
• Ability to obtain Life & Health Insurance license during training
• Demonstrated track record of hitting performance-based targets is a plus

COMPENSATION & BENEFITS

• $50,000 base salary plus commission - Increase to $55,000 base once matured through our training program after 90 days
• Our agents average $60,000-$75,000 in their first year
• Our agents average $80,000 in their second year
• Our agents average $110,000 in their third year
• 401k
• Paid vacation time (2 weeks; after 3 months employment).
• 9 Company observed paid holidays
• Agents have an equity in the business they write (residual yearly earnings)
• Paid Professional Training & Development Opportunities
• Paid Continuing Education for Licensing Requirements
• Company & Individual Incentives
• Health insurance available

PHYSICAL REQUIREMENTS

• Prolonged periods sitting at a desk and working on a computer or phone
• Must be able to communicate clearly over the phone and in person for extended durations
• Onsite presence required at the Lincoln, RI office location—this is not a remote role

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Medicare Joe recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.

If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to aberbardo@cardoneventures.com. Already a candidate? Please connect directly with your recruiter to discuss this opportunity. To explore additional openings, visit our Careers Page.