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Medicare Consultant


TX - Houston

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General Description: 

Outside sales position for Individual and Group Medicare. Responsible for driving new business sales revenue growth for employee benefits clients. Provide subject matter expertise and participate in sales meetings.  


·        Develop and implement sales business plans and prospecting strategies. Generate new leads and first appointments.

·        Partner with Large Group Retirement Benefits team to support sales initiatives. Provide technical and product knowledge at sales meetings. Cross-sell applicable products.

·        Actively participate in prospective client meetings and finalist presentations for new business. Deliver conceptual presentations promoting Emerson Reid’s products and services.

·        Act as subject matter expert on Medicare, including Individual and Large Group Retirement Benefits and products.

·        Complete sales due diligence process for clients.

·        Keep current with industry, market, carrier, and product knowledge. Provide strategic and innovative guidance to beneficiaries on the complexities of Medicare.

·        Build and maintain strong relationships with carriers and clients.

·        Track appointments and label opportunities in USI database.

·        Act as point of escalation and assist account management team on large and complex cases. Oversee renewal and service activities, including additional lines of business sales and case conservation.

·        Provide oversight of the Annual Enrollment Period (AEP) process. Ensure annual AHIP Certification and Compliance regulations are met.  

Knowledge, Skills, and Abilities:

·        Strong understanding of Medicare and employee benefits required.

·        High school diploma or general education degree (GED) required; Bachelor’s degree preferred.

·        Experience with Large Group Retirements Benefits preferred.

·        Must hold Life, Accident & Health License.

·        America’s Health Insurance Plans (AHIP) Medicare certification required.

·        Demonstrated ability to sell new business and maintain positive relationships.

·        Ability to work independently and in a team-based environment.

·        Exhibit a professional demeanor and a consultative sales approach.

·        Self-motivated and goal oriented.

·        Problem-solving ability. Strong organizational skills and ability to multi-task.

·        Strong working knowledge of Microsoft Office suite, including Word, Excel, and PowerPoint.

·        Strong analytical skills. Capable of using and interpreting benefit related facts and figures.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.

Job ID:


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