Job Description

POSITION SUMMARY

We are looking for a client-focused Insurance Advisor to educate and guide individuals through their Medicare coverage options. This role emphasizes personalized consultation, with support from pre-qualified leads and structured daily training. Advisors will learn to conduct needs analyses, handle objections, and facilitate full enrollments while maintaining compliance standards. The ideal candidate is self-motivated, coachable, and thrives in a fast-paced, team-driven environment. Strong communication skills and a genuine desire to help others are essential for success.

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.

PERFORMANCE OBJECTIVES

Lead 15-25 qualified sales appointments each week to help clients understand and select the best Medicare coverage for their individual situations. Facilitate accurate and compliant enrollments by thoroughly documenting all client communications and maintaining required records. Contribute to a supportive and collaborative team culture by participating in daily meetings, peer coaching, and knowledge-sharing. Demonstrate ongoing professional growth by applying feedback, staying current on product changes, and participating in continued training. Utilize CRM and call systems efficiently to track leads, manage appointments, and ensure smooth client onboarding. Develop expert-level knowledge of Medicare Advantage, Supplement, and related plans to confidently educate clients. Successfully complete all training and obtain the required Life & Health Insurance license within the onboarding period.

KEY COMPETENCIES

Ability to understand client concerns and communicate with compassion and clarity. Clearly explain complex Medicare concepts in a way that is easy for clients to understand. Comfortable adjusting to evolving processes, client needs, and training feedback. Able to identify client needs and recommend appropriate, tailored solutions. Effectively prioritize daily tasks and manage a high volume of client interactions. Open to feedback and committed to continuous learning and improvement. Works well in a supportive, performance-driven team environment.

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 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 abernardo@cardoneventures.com. Already a candidate? Please connect directly with your recruiter to discuss this opportunity.

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

401(k) Paid time off
Ability to Commute:

Lincoln, RI 02865 (Required)
Ability to Relocate:

Lincoln, RI 02865: Relocate before starting work (Required)
Work Location: In person