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Job description
Licensed Medicare & Health Insurance Sales AdvisorLocation: Hybrid / In-Office – Fort Collins, COFounded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.As a Medicare & Individual Health Insurance Sales Advisor, you'll develop new business by building referral partnerships, networking within the community, educating prospective clients, and helping individuals identify coverage that fits their needs. You'll advise clients across Medicare, Individual Health, supplemental, dental, vision, and life insurance solutions while building and managing a strong sales pipeline. This is an opportunity for a licensed insurance professional who enjoys developing relationships, creating new business opportunities, and becoming a trusted resource for clients and referral partners.Develop new business opportunities through referrals, networking, community partnerships, seminars, financial advisors, and outbound prospectingBuild and maintain a strong sales pipeline to meet or exceed established production goalsConduct client needs assessments and recommend Medicare, Individual Health, supplemental, dental, vision, life insurance, and related coverage solutionsDevelop and present customized recommendations and enrollment strategies based on client needsBuild long-term relationships with clients through proactive communication, education, and ongoing supportConduct annual policy reviews and identify opportunities for coverage enhancements and client retentionEstablish and strengthen referral partner relationships with financial advisors, healthcare providers, employer groups, tax professionals, and community organizationsConduct educational workshops, seminars, webinars, and community events to promote awareness and generate business opportunitiesMaintain accurate sales activity, pipeline management, and client documentation within CRM systemsPartner with Client Service Coordinators and internal team members to ensure a seamless and consistent client experienceRequired QualificationsActive Life & Health Insurance License requiredAbility to obtain and maintain Medicare carrier certifications and Marketplace certificationsStrong consultative selling, relationship-building, and presentation skillsExcellent verbal and written communication skillsStrong organizational, time management, and follow-through abilitiesProven ability to generate new business opportunities and build referral relationshipsAbility to work independently while contributing to a collaborative team environmentProficiency with Microsoft Office applications, CRM platforms, and virtual meeting technologyCommitment to delivering exceptional client and referral partner experiencesPreferred Qualifications1-3 years of sales experience within Medicare, Individual Health, healthcare, insurance, financial services, or a related fieldExperience working with Medicare Advantage, Medicare Supplement, Part D, ACA Marketplace, and supplemental insurance productsExperience conducting educational presentations, workshops, or seminarsKnowledge of carrier products, regulatory requirements, and industry trendsExperience developing and managing referral partner networksProven ability to meet or exceed sales and retention goalsCompensationSalary Range: $65,000 annuallyCommission Eligible: YesBenefitsEligible colleagues enjoy a comprehensive benefits package including:Medical, dental, and vision insuranceLife and disability coverage401(k)Generous paid time offProfessional development and career growth opportunitiesThis position is Hybrid / In-OfficeHybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectationsWe're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
Worksite address
fort collins, CO, 80523, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.