Alera Group

Provides employee benefits, risk, wealth management

Licensed Medicare & Health Insurance Sales Advisor

Insurance Sales & AgencyConfirmed live in the last 24 hours

Full-timeFort Collins, CO, USA

About the Job

Requirements

An active Life and Health Insurance License is required.
Ability to obtain and maintain Medicare carrier certifications and Marketplace certifications.
Strong consultative selling, relationship-building, and presentation skills.
Excellent verbal and written communication skills.
Strong organizational, time management, and follow-through abilities.
Proven ability to generate new business opportunities and build referral relationships.
Ability to work independently while contributing to a collaborative team environment.
Proficiency with Microsoft Office applications, customer relationship management platforms, and virtual meeting technology.
Commitment to delivering exceptional client and referral partner experiences.

Responsibilities

Develop new business opportunities through referrals, networking, community partnerships, seminars, financial advisors, and outbound prospecting.
Build and maintain a strong sales pipeline to meet or exceed established production goals.
Conduct client needs assessments and recommend Medicare, Individual Health, supplemental, dental, vision, life insurance, and related coverage solutions.
Develop and present customized recommendations and enrollment strategies based on client needs.
Build long-term relationships with clients through proactive communication, education, and ongoing support.
Conduct annual policy reviews and identify opportunities for coverage enhancements and client retention.
Establish and strengthen referral partner relationships with financial advisors, healthcare providers, employer groups, tax professionals, and community organizations.
Conduct educational workshops, seminars, webinars, and community events to promote awareness and generate business opportunities.
Maintain accurate sales activity, pipeline management, and client documentation within customer relationship management systems.
Partner with Client Service Coordinators and internal team members to ensure a seamless and consistent client experience.

Desired Qualifications

1–3 years of sales experience within Medicare, Individual Health, healthcare, insurance, financial services, or a related field.
Experience working with Medicare Advantage, Medicare Supplement, Part D, Affordable Care Act Marketplace, and supplemental insurance products.
Experience conducting educational presentations, workshops, or seminars.
Knowledge of carrier products, regulatory requirements, and industry trends.
Experience developing and managing referral partner networks.
Proven ability to meet or exceed sales and retention goals.

OVERVIEW

Licensed Medicare & Health Insurance Sales Advisor

Location: Hybrid / In-Office – Fort Collins, CO

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.
Make an impact – Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.

The Opportunity

As a Medicare & Individual Health Insurance Sales Advisor, you'll develop new business by building referral partnerships, networking within the community, educating prospective clients, and helping individuals identify coverage that fits their needs. You'll advise clients across Medicare, Individual Health, supplemental, dental, vision, and life insurance solutions while building and managing a strong sales pipeline. This is an opportunity for a licensed insurance professional who enjoys developing relationships, creating new business opportunities, and becoming a trusted resource for clients and referral partners.

RESPONSIBILITIES

Develop new business opportunities through referrals, networking, community partnerships, seminars, financial advisors, and outbound prospecting
Build and maintain a strong sales pipeline to meet or exceed established production goals
Conduct client needs assessments and recommend Medicare, Individual Health, supplemental, dental, vision, life insurance, and related coverage solutions
Develop and present customized recommendations and enrollment strategies based on client needs
Build long-term relationships with clients through proactive communication, education, and ongoing support
Conduct annual policy reviews and identify opportunities for coverage enhancements and client retention
Establish and strengthen referral partner relationships with financial advisors, healthcare providers, employer groups, tax professionals, and community organizations
Conduct educational workshops, seminars, webinars, and community events to promote awareness and generate business opportunities
Maintain accurate sales activity, pipeline management, and client documentation within CRM systems
Partner with Client Service Coordinators and internal team members to ensure a seamless and consistent client experience

QUALIFICATIONS

Required Qualifications

Active Life & Health Insurance License required
Ability to obtain and maintain Medicare carrier certifications and Marketplace certifications
Strong consultative selling, relationship-building, and presentation skills
Excellent verbal and written communication skills
Strong organizational, time management, and follow-through abilities
Proven ability to generate new business opportunities and build referral relationships
Ability to work independently while contributing to a collaborative team environment
Proficiency with Microsoft Office applications, CRM platforms, and virtual meeting technology
Commitment to delivering exceptional client and referral partner experiences

Preferred Qualifications

1-3 years of sales experience within Medicare, Individual Health, healthcare, insurance, financial services, or a related field
Experience working with Medicare Advantage, Medicare Supplement, Part D, ACA Marketplace, and supplemental insurance products
Experience conducting educational presentations, workshops, or seminars
Knowledge of carrier products, regulatory requirements, and industry trends
Experience developing and managing referral partner networks
Proven ability to meet or exceed sales and retention goals

Compensation

Salary Range: $65,000 annually
Commission Eligible: Yes

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

Medical, dental, and vision insurance
Life and disability coverage
401(k)
Generous paid time off
Professional development and career growth opportunities

ADDITIONAL INFORMATION

Work Arrangement

This position is Hybrid / In-Office

Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

#LI-RS1

#LI-Hybrid

Location Type

Hybrid - 3 or more days in office - Office UKG Work location

About the Company

Alera Group

Provides employee benefits, risk, wealth management

Alera Group provides tailored employee benefits, risk management, and wealth management services to businesses, nonprofits, and individuals across the United States. It combines national-scale resources with a local office network to deliver personalized consulting, pricing, and advisory services for insurance, benefits, and retirement plans. The firm differentiates itself through its national reach paired with strong local relationships and industry-specific expertise, offering programs such as compliance consulting, workplace wellness, and reference-based pricing to control healthcare costs. Its goal is to help clients navigate complex insurance and financial landscapes, stay compliant, and achieve their benefits and wealth objectives.

Company size: 1,001-5,000
Company stage: Debt Financing
Total funding: $4.3B
Headquarters: Deerfield, IL
Founded: 2017

Recently Posted Jobs

Explore more opportunities at Alera Group

See more jobs