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Jobs at Connie Health (Now Hiring) — 3 open

Connie Health logoConnie Health

Medicare Sales Representative

Richmond, Virginia, United States · Remote OK

Mid level$16M raised

Description About Connie Health Connie Health is a fast-growing Medicare brokerage on a mission to empower older Americans to make confident, worry-free Medicare plan decisions. We offer a tech-enabled Medicare navigatio…

Skills: Medicare Sales, Health Insurance Licensing, AHIP Certification, Customer Service, Needs Assessment

Connie Health logoConnie Health

Community Engagement Manager

Phoenix, Arizona, United States · On-site

Mid level$16M raised

Description About Connie Health Connie Health is a fast-growing Medicare brokerage on a mission to empower older Americans to make confident, worry-free Medicare plan decisions. We offer a tech-enabled Medicare navigatio…

Skills: Event Planning, Community Engagement, Relationship Management, Field Marketing, Project Management

Connie Health logoConnie Health

Medicare Field Agent - Richmond, VA

Richmond, Virginia, United States · On-site

Mid level$16M raised

Description About Connie Health Connie Health is a fast-growing Medicare brokerage on a mission to empower older Americans to make confident, worry-free Medicare plan decisions. We offer a tech-enabled Medicare navigatio…

Skills: Provider Relationship Management, Field Sales, Medicare Knowledge, Healthcare Business Development, Presentation Skills

Connie Health logo

Medicare Sales Representative

Connie Health

Richmond, Virginia, United States • Remote OK

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Mid level

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  • Full-time
  • Vacation Policy, Paid Holidays, Health Insurance, 401(k) With Company Match
  • Posted 4d ago
  • ~40 hrs/week
  • Remote in Richmond, Virginia, United States

Responsibilities

Act as a trusted advisor to Medicare beneficiaries by conducting needs assessments and matching them with suitable health plans. Manage the enrollment process while meeting sales targets and adhering to CMS and HIPAA compliance standards.

Requirements

Requires 2-3 years of Medicare sales experience along with an active Health & Life Insurance License and current AHIP certification. Proficiency in technical tools like Salesforce and Five9 is preferred, and bilingual skills are a plus.

Full job description

Description

About Connie Health

Connie Health is a fast-growing Medicare brokerage on a mission to empower older Americans to make confident, worry-free Medicare plan decisions. We offer a tech-enabled Medicare navigation platform that combines an AI-driven technology with local Medicare experts to help people select optimal healthcare plans and navigate their benefits. Our culture is mission-driven, collaborative, and innovative, as we strive to transform healthcare through data-driven insights and personalized guidance. We value Relationships First, Data-Driven decision making, and being Accountable in delivering unbiased, high-quality advice to our members.

At Connie Health, we’re revolutionizing the way older Americans navigate Medicare.As we expand into new and existing markets, we’re seeking a Medicare Sales Representative.

Role Overview

As a Medicare Sales Representative, you will be assisting customers, primarily via phone, in selecting and enrolling in health insurance plans. This role may include handling inbound calls, providing product information, answering questions, and guiding customers through the enrollment process. You will be responsible for meeting sales targets, adhering to compliance standards, and providing a positive customer experience.

What You’ll Do

  • Serve as a trusted advisor to Medicare beneficiaries, helping them confidently navigate their insurance options
  • Conduct in-depth needs assessments via phone to understand each client's healthcare and coverage requirements
  • Educate clients on Medicare options, election periods, and available services to help them make informed decisions
  • Match beneficiaries with the most suitable health plans based on their unique needs
  • Guide clients through the enrollment process with care, accuracy, and personalized support
  • Build meaningful relationships while delivering excellent, solutions-focused customer service
  • Qualify inbound leads and create new sales opportunities through proactive engagement
  • Consistently meet or exceed sales goals while tracking performance and progress
  • Stay current on CMS regulations, HIPAA policies, and Medicare compliance requirements
  • Accurately document all sales and service activities in the CRM system
  • Collaborate with managers, trainers, and team members to refine skills and achieve individual and team goals
  • Support additional duties and special projects as needed

Requirements

What You Bring

  • 2–3 years of Medicare sales experience
  • Active Health & Life Insurance License
  • Current AHIP certification
  • Strong technical skills and comfort using multiple systems (iOS, Salesforce, Five9, Slack preferred)
  • Excellent verbal and written communication skills
  • Bilingual a plus

Why Join Connie Health?

  • Generous vacation policy and paid holidays
  • Comprehensive health insurance coverage
  • 401(k) with company match
  • A collaborative, mission-driven, and innovative culture
  • Remote work flexibility and growth opportunities

We are proud to be an Equal Opportunity Employer and are committed to building a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.

Related keywords

MedicareHealth InsuranceCMS RegulationsHIPAAAHIP CertificationSalesforceFive9SlackCRMBrokerageHealth & Life Insurance LicenseLead QualificationBeneficiary Enrollment

About Connie Health

LinkedInVisit site
Industry
Hospitals and Health Care
Company size
51-200 employees
Headquarters
Boston, MA
LinkedIn followers
3,222
Total funding
$16M

Connie Health is a no-cost, unbiased Medicare advisory service dedicated to helping older Americans spend less and get the right Medicare plan for their needs.

Offices: Boston, MA, US

health carehealth insuranceinsurance technologymedicaremedicare insurancemedicare advantageand medicare supplementHealth Care
View all jobs at Connie Health

About Connie Health

LinkedInVisit site
Industry
Hospitals and Health Care
Company size
51-200 employees
Headquarters
Boston, MA
LinkedIn followers
3,222
Total funding
$16M

Connie Health is a no-cost, unbiased Medicare advisory service dedicated to helping older Americans spend less and get the right Medicare plan for their needs.

Offices: Boston, MA, US

health carehealth insuranceinsurance technologymedicaremedicare insurancemedicare advantageand medicare supplementHealth Care
View all jobs at Connie Health

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