Medicare Benefits Consultant

Territory Sales Representative

Join Curana Health and play a key role in improving access to care for older adults living in senior living communities. As a Territory Sales Representative, you'll work directly with Medicare beneficiaries, helping them understand their healthcare options and enroll in Curana Health's Medicare Special Needs Plans (ISNP, IESNP, MAPD) that best support their needs.

In this field-based role, you'll spend time in senior living communities educating and enrolling residents, building trusted relationships, and delivering a high-quality, consultative experience. You will independently manage your Virginia territory, develop community relationships, and drive enrollment through consultative selling, education, and exceptional customer service.

Internally, this role is titled Medicare Benefit Consultant (MBC).

This role is ideal for a motivated, relationship-driven professional who thrives in the field, enjoys working in the community, and is passionate about supporting seniors. This position supports a Virginia-based territory and requires frequent travel throughout the state, with candidates located in or near the Richmond area especially well positioned for success. The role reports to the Regional Sales Director.

Essential Duties & Responsibilities

• Manage a Virginia territory and conduct in-person and virtual sales appointments with Medicare beneficiaries.
• Educate prospective members on plan options, benefits, and eligibility requirements in a clear, compliant, and customer-friendly way.
• Prospect, develop, and grow a statewide territory to drive enrollment, retention, and market penetration.
• Build, maintain, and expand relationships with senior living staff, agencies, and community organizations serving the Medicare population.
• Identify customer needs and present plan options using consultative selling techniques, clearly communicating features and benefits.
• Deliver plan education sessions and training to partner staff to support awareness and enrollment efforts.
• Generate enrollments aligned to territory targets and consistently meet or exceed individual sales goals.
• Provide an exceptional member experience throughout all phases of the enrollment lifecycle, including responding to benefit and eligibility questions.
• Ensure all activities are conducted in accordance with Medicare Marketing Guidelines and other applicable regulatory requirements.
• Accurately document sales activities, customer interactions, and enrollments in CRM systems.
• Independently plan travel, schedule appointments, and manage day-to-day territory activity to meet performance expectations.
• Maintain a goal-oriented, self-motivated approach to achieving sales objectives

Qualifications

• Associate or bachelor's degree preferred, or equivalent experience in a customer-facing, sales, or healthcare related role
• 3- 5 years of experience in sales, customer service, or a customer-facing role with a focus on understanding and meeting customer needs
• Ability to travel extensively (up to 75%) within Virginia territory; candidates based near Richmond are strongly preferred
• Valid driver's license and reliable transportation
• Ability to obtain a state insurance license within 30 days of hire (company support provided)
• Strong relationship-building and communication skills, including the ability to present information clearly to individuals and small groups
• Organized and self-motivated, with the ability to manage a territory and work independently in a fast-paced environment
• Comfortable initiating outreach and building new relationships in the community
• Basic proficiency with computers and CRM/documentation tools
• Ability to lift up to 25 pounds of collateral materials
• We welcome candidates from senior living, admissions, healthcare, community outreach, or customer-facing roles who are passionate about working with older adults

Preferred Qualifications:

• Experience working directly with seniors or in a healthcare setting (e.g., senior living, home health, hospice, care coordination)
• Background in sales, admissions, business development, community outreach, or case management
• Experience in a customer-facing, B2C environment
• Familiarity with Medicare or health insurance products (not required)