Licensed Health Insurance Sales Agent-Licensed

Evansville, Indiana (US)
Competitive Salary +Bonus and Benefits
Sep 02, 2020
Nov 01, 2020
Job Type
Full Time

Advise is a Medicare focused insurance agency that serves as a trusted advisor to seniors seeking to understand their Medicare insurance options and enroll in the best health plan for their needs. Advise simplifies the Medicare insurance experience for both patients and physicians and empowers seniors to make confident decisions regarding their Medicare insurance.

With the partnership of our parent company, Bloom Insurance, we are growing, and we are transforming the healthcare industry through our sales automation technology and education, ensuring doctors are free to deliver the care seniors deserve.

We are a company built on excellence. We have a culture that values growth, achievement and diversity and a workplace where hard work is recognized. We are looking for talented, passionate people to help shape the future of our company.

Advise Insurance seeks a full-time Licensed Field Sales Agent for the Evansville, IN area.

Purpose and Objective
The Field Sales Agent meets with prospective customers in their doctor’s offices, homes, or other designated areas in order to generate sales for Company clients. Agents will self-generate and be assigned leads for follow-up and may also conduct seminars and/or lead other events as assigned by market leaders.

Travel Requirements
This position must have reliable transportation and is required to travel to sales appointments anywhere in the metro or suburban market area daily.

Essential Functions

  • Meet with prospective customers in response to inside sales inquiries

  • Self-generate outside sales to meet or exceed sales plan

  • Conduct educational seminars at various locations within the territory

  • Set up and operate information tables throughout territory

  • Ensure a positive customer experience and satisfaction through relationship building

  • Work within set performance measurements designated by the Company

  • Use Company’s required technology to manage leads and record enrollments

  • Attend Company meetings

  • Complete required training and programs

  • Effectively conduct sales meetings following Company’s process and materials

  • Must be able to supply a quiet work environment at home and supply internet that meets company standards

  • Must be able to take inbound or place outbound calls as required for prospects


  • High school diploma or GED

  • Licensure in Health Insurance

  • Valid Driver’s License

  • Excellent Motor Vehicle Report

  • Experience with Microsoft Office software products and Apple hardware

  • Reliable Transportation


  • Knowledgeable about Medicare program(s) and able to effectively answer prospect questions is preferred

  • Excellent verbal and written communication skills

  • Self-motivated and self-started

  • Ability to work with minimal supervision

  • Ability to resolve both people and logistical challenges quickly and professionally

  • Excellent organizational skills

  • Keen attention to detail

  • Ability to uphold Advise expectations regarding attitude, attendance, appearance, productivity, and competence-compliance.

Physical Demands
While performing the duties of this job, the employee may be required to sit for long periods of time, talk and hear. The employee frequently is required to use hands to finger, handle, or feel. The employee is occasionally required to stand, walk, and reach with hands and arms. You will be required to make multiple home or location visits which may require the ability to maneuver stairs, and daily walking. You may be required to move boxes of presentation materials for seminars, up to 40lbs.

Work Environment
This job will start out working from a remote location until a professional office environment is established. This role routinely uses standard office equipment such as computers, phones, tablets, photocopiers, filing cabinets, and fax machines. The noise level in the work environment is usually moderate.

At Advise, we care about people—and that includes our employees. We know our employees are key to our success and the success of our clients. We offer an engaging, supportive work environment, great benefits, and the opportunity to build the career you have always wanted.

Advise is an equal opportunity employer and does not discriminate against any employee or applicant for employment based on race, color, religion, national origin, age, gender, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran status, or military status.

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