Insurance Solutions Group

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Insurance Solutions Group

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BECOME AN AGENT
TRAINING
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INSURANCE SOLUTIONS GROUP

Opportunity

 We’re looking for motivated Medicare Sales Agents to join our dynamic and energetic Insurance Sales team! 


Agents will drive sales through inbound calls, using a consultative approach to quote and enroll individuals based on their healthcare needs. 


It’s a great opportunity for those seeking career growth or leadership 

Find out more

Responsibilities

Engage Potential Clients

Engage Potential Clients

Engage Potential Clients

Reach out to prospective Medicare beneficiaries, answer initial questions, and schedule consultations to discuss their healthcare coverage needs.

Explain Medicare Benefits

Engage Potential Clients

Engage Potential Clients

Educate clients on Medicare Parts A, B, C, and D, as well as plan options, premiums, provider networks, prescription drug coverage, and additional benefits.

Educate and Enroll Clients

Engage Potential Clients

Educate and Enroll Clients

Qualify and guide individuals in selecting Medicare plans that suit their needs.

Ensure Compliance

Engage Potential Clients

Educate and Enroll Clients

Ensure all client enrollments comply with CMS regulations, carrier guidelines, and ethical sales standards

Provide Ongoing Client Support

Maintain Compliance & Continuing Education

Utilize Technology & Documentation

Assist clients before, during, and after enrollment by answering questions, resolving concerns, and helping with plan-related issues.

Utilize Technology & Documentation

Maintain Compliance & Continuing Education

Utilize Technology & Documentation

Use CRM systems and Medicare enrollment platforms to maintain accurate client records, document interactions, and process applications efficiently 

Maintain Compliance & Continuing Education

Maintain Compliance & Continuing Education

Maintain Compliance & Continuing Education

Stay current with CMS regulations, carrier guidelines, and annual Medicare updates while conducting all sales activities ethically and compliantly

Build Long-Term Relationships

Maintain Compliance & Continuing Education

Maintain Compliance & Continuing Education

Develop lasting relationships with clients by providing annual plan reviews and ongoing support during the Medicare Annual Enrollment Period (AEP)

Getting Started: Requirements & Onboarding

🪪 Active Health Insurance License

Hold a valid resident or non-resident Health & Life Insurance License in the states where you plan to sell Medicare products.

🎓 AHIP Certification  

Complete the AHP Medicare training and certification for the current plan year.

📖 Carrier Certifications

Successfully complete each insurance carrier's required product certifications (Humana, Aetna, Cigna, UHC, Devoted, etc.).

📝 Contracting & Appointment 

Complete the contracting process and receive appointments with the insurance carriers you will represent.

🛡️ Errors & Omissions (E&O) Coverage

Agents must be covered by an approved Errors & Omissions (E&O) insurance policy. Our agency provides E&O coverage for eligible contracted agents.

💻 Agency Onboarding

 Complete your agency onboarding, including CRM setup, email and phone system access, compliance training, sales platform access, and enrollment system access.

 📚 Medicare & Compliance Training 

Complete all required CMS and carrier compliance training before selling Medicare plans.

 📞 Sales Readiness 

Participate in product training, system training, and coaching to ensure you're prepared to assist Medicare beneficiaries confidently.

 ✅ Ready to Sell 

Once all licensing, certifications, contracting, and onboarding requirements are complete, you'll be ready to begin assisting clients with Medicare plan options.

Career Growth and Opportunity







MANAGEMENT RESERVES THE RIGHT TO CHANGE OR DISCONTINUE THIS PAY STRUCTURE AND BENEFITS PACKAGE AT ANYTIME

Work Hours

 📅 Monday – Friday 9:00 AM – 5:00 PM 

 

🕒 Flexible Scheduling
Flexible scheduling options may be available based on business and operational needs.


🏆 Performance Rewards
Outstanding performance is recognized with opportunities to earn additional paid time off.

Start Your Path with ISG

Click a section below to explore each step of the journey.
OpportunityResponsibilitiesWork ScheduleRequirements & OnboardingCareer Growth and OpportunityCompletionJoin Insurance Solutions Group

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Insurance Solutions Group

  • ABOUT US
  • Getting Started
  • System & Tools Training
  • Call Flow Training
  • Sales Skills & Objection
  • Product & Plan Education

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