Licensed Insurance Agent (Medicare)

Job Description

Job Description

Join Summit Shores Advisors in Phoenix, AZ!

We're a fast-growing field agency looking for licensed agents who want to get paid fast, build their own book, and serve the Phoenix senior community. Free leads, up-front pay, and 60+ carriers – including Aetna, Humana, WellCare, SCAN, Devoted Health, UnitedHealthcare and Mutual of Omaha.

With over 50 active adult communities in the Phoenix metro, this is one of the strongest Medicare markets in the country. We're looking for agents ready to take advantage of that opportunity.

Company Description

Summit Shores Advisors is an insurance advisory firm focused on helping individuals navigate Medicare and related healthcare coverage options. We emphasize clear guidance, personalized service, and ethical practices to support customers in making informed decisions about their benefits. Our team members work closely with customers to explain complex insurance information in a straightforward, approachable manner. We value collaboration, professional growth, and a customer-centered approach in everything we do.

Guidance You Can Trust. Protection You Deserve.

Role Description

The Licensed Medicare Field Sales Agent position is a contract role responsible for supporting customers in understanding and selecting appropriate Medicare and ACA plans. This role is based in the United States with a mix of in-person field visits and work-from-home activities. Day-to-day tasks include:

• Meeting with customers at their homes or community locations

• Conducting needs assessments to understand customer healthcare requirements

• Explaining Medicare and ACA plan options in clear, simple terms

• Assisting customers with enrollment and plan selection

• Following up with customers to address questions and concerns

• Maintaining accurate records and documentation

• Adhering to regulatory and company compliance standards

• Collaborating with internal teams and participating in training sessions

• Leveraging new tools to manage appointments and customer communication

A Typical Day Includes:

• Meeting with 2–3 clients in their homes or local community centers

• Educating seniors on Medicare, ACA, and supplemental options

• Building relationships and generating referrals

• Leveraging free leads and scheduling follow-ups

What We Offer (The Partnership Advantage)

GET PAID FAST – NOT IN 30-60 DAYS

We offer two compensation options so you can choose what works best for you:

Partnership Payout – Up to $250 per enrollment, paid every 2 weeks. No waiting 30-60 days.

New to Medicare – Up to $500 per enrollment for New to Medicare enrollments.

Direct Carrier Payout – Keep higher backend carrier commissions if you prefer. Wait 30-60 days for payout.

Plus, earn additional income through multiple product lines – including:

• Life Insurance

• Dental & Vision

• Supplemental Coverage

• ACA (Affordable Care Act) policies – with carrier appointments available to give you year-round earning opportunities beyond Medicare AEP

This means you're not limited to one season or one product – you have multiple revenue streams to maximize your income throughout the year.

6 MONTHS OF FREE DATA LEADS

We provide you with 6 months of data leads at no cost to fill your pipeline and get you started immediately.

WHITE-GLOVE TRAINING & SUPPORT

• Daily open-door training meetings (3x per day)

• Weekly sales reviews with top leaders

• Product training and Medicare refreshers

• Deep dives on Health and Life products

• Retention strategies and business-building guidance

OWN YOUR BOOK

You build your own community presence, customer base, and territory with our support behind you.

ZERO ADMIN HEADACHES

We handle compliance and backend operations so you can focus on selling.

Qualifications

Required:

• Active Health Insurance License (resident and/or non-resident)

• AHIP certification (2026-2027)

• Errors and Omissions (E&O) insurance ($1 million per claim, $3 million aggregate)

• High school diploma or equivalent

• Valid driver's license and reliable transportation for field visits

• Eligibility to work in the United States

• Strong communication and interpersonal skills

• Comfort with in-person customer visits and community outreach

• Ability to work independently in a hybrid environment

• Ability to manage schedules and use CRM or digital tools for documentation

Preferred:

• Previous experience as a Medicare/ACA/P&C Field Agent or Telemarketing Agent

• Knowledge of Medicare and Health Insurance concepts

• Sales or consultative experience

• Training or coaching abilities

Nice-to-Haves:

• Existing book or customer relationships in the Phoenix area

• Experience with direct carrier contracting

• Familiarity with ACA plans

Benefits (Access to):

• Flexible Schedule – Set your own hours and manage your own calendar

• Work from Home – Hybrid model with field visits

• Immediate Cash Flow – Paid every 2 weeks through our partnership program

• Free Leads – 6 months of data leads at no cost

• Ongoing Training – Daily support and weekly reviews

• Career Growth – Build your own book and territory

• Partnership Options – Two compensation paths to choose from

• Supportive Team Environment – Join a winning team that values your success from day one

Compensation

Revenue is commission-based and paid per enrollment, every two weeks rather than in 30 to 60 days. Estimated first-year revenue of $70,000 to $120,000 reflects combined commissions across Medicare enrollments, ACA policies, and ancillary product lines (Life, Dental, Vision, and supplemental coverage).

Earnings are uncapped – top performers earn significantly more through:

• Renewals and residual income (year-over-year)

• Referrals and community relationships

• Expanding into multiple product lines

Partnership Program:

• Standard Enrollment (Existing Medicare Customer) – Up to $250, paid every 2 weeks

• New to Medicare – Up to $500, paid every 2 weeks

Direct Carrier Option:

• Keep higher backend carrier commissions

• Standard payout timing (30-60 days)

Additional Revenue Streams:

Beyond Medicare enrollments, our agents earn additional income through:

• Life, Dental, Vision, and supplemental coverage

• ACA (Affordable Care Act) policies – with full carrier appointment support

This creates multiple revenue streams and significantly increases overall earning potential – with opportunities available year-round, not just during AEP.

About You

We are looking for licensed agents who:

• Hold an active Health Insurance License

• Want to own their own field territory

• Are hungry, coachable, and ready to build a long-term career in Medicare

• Are passionate about helping people navigate their healthcare options

• Have strong field service and customer-facing skills

• Are self-motivated and able to work independently

Why Join Summit Shores Advisors?

• Get paid in 2 weeks, not 2 months

• Up to $250 per enrollment – all year round

• Up to $500 per enrollment for New to Medicare

• 6 months of free data leads

• Daily training and support

• Build your own book and own your territory

• Choose your compensation path – partnership or direct carrier

• Sell Medicare, ACA, Life, Dental, Vision & more – multiple income streams

• Join a winning team that values your success

Ready to Apply?

If you're ready to stop waiting for a check and start building your future, we want to hear from you. Apply today to learn how you can start earning up to $250–$500 per enrollment and getting paid in two weeks, not two months.

We are hiring immediately in the Phoenix metro area.

Click Apply to submit your resume – a member of our team will be in touch within 24 hours.