Medicare advisor

Job Description:

Medicare specialist

Role

You will help our customers navigate the complexity of Medicare and drive new revenue to the firm through the sale of commissionable Medicare insurance plans from reputable partner insurance carriers. You will have exciting engagements with customers on a daily basis and be a key contributor to our business success by uncovering our customer needs and recommending appropriate solutions.

Fidelity’s Healthcare Group has launched a new Medicare business that will provide our customers with tools and advice to help them select and purchase quality Medicare coverage. As an early member of this new and innovative team, you will have the opportunity to help build and grow a business that could impact millions of Americans!

Our Medicare Specialists are licensed health insurance professionals who have a passion for helping people navigate complex decisions. They meet with our customers over the phone to assess their healthcare needs and recommend appropriate Medicare coverage. They are empathetic sales professionals and are key to helping our customers live expertly in retirement and beyond.

The Expertise and Skills We’re Looking For

• A college degree is preferred but not required

• An active Health Insurance License is required

• The ideal candidate will have Medicare sales experience, either as a broker or carrier representative

• If you’re not already AHIP certified, we'll support you while you complete the AHIP Medicare training and work to acquire appointments with our carriers during your first month of employment

• You have strong interpersonal skills and a passion for helping people seek sophisticated problems

• You have an aptitude for sales and a real desire to help people find solutions that are right for them

• You are a quick learner with an openness to training and feedback

• You are ambitious and enjoy collaborating with people from different disciplines

• You are a clear communicator with strong presentation skills

• Taking phone appointments with our clients and helping them find Medicare coverage that fits their health and financial needs

• Answering questions from clients and confirming their eligibility for Medicare

• Explaining the benefits and features of various Medicare Advantage, Medigap and Prescription Drug Plans

• Delivering compliant sales presentations that abide with CMS and other applicable regulations

• Enrolling clients in products that are appropriate for their personal situation

• Providing feedback on our new Medicare training curriculum to improve future materials for future hires

• Partnering with our team to build and grow a new Fidelity business that could impact millions of Americans!

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.