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Medicare advisor
Medicare advisor-August 2024
Boston
Aug 26, 2025
About 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 representativeIf 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 employmentYou have strong interpersonal skills and a passion for helping people seek sophisticated problemsYou have an aptitude for sales and a real desire to help people find solutions that are right for themYou are a quick learner with an openness to training and feedbackYou are ambitious and enjoy collaborating with people from different disciplinesYou are a clear communicator with strong presentation skillsTaking phone appointments with our clients and helping them find Medicare coverage that fits their health and financial needsAnswering questions from clients and confirming their eligibility for MedicareExplaining the benefits and features of various Medicare Advantage, Medigap and Prescription Drug PlansDelivering compliant sales presentations that abide with CMS and other applicable regulationsEnrolling clients in products that are appropriate for their personal situationProviding feedback on our new Medicare training curriculum to improve future materials for future hiresPartnering with our team to build and grow a new Fidelity business that could impact millions of Americans!

  Team

  Fidelity's Healthcare Group helps people achieve better health and financial outcomes by providing integrated solutions, tools and advice. Our Medicare Specialists help our customers navigate the complexity of their healthcare decisions and secure quality Medicare coverage that meets their needs. In partnership with our Financial Advisors, our Medicare Specialists are key to delivering on Fidelity's dedication to providing the best customer experience in the financial services industry.

  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 Best Place to Work in 2023. 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.

  At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

  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, or by calling 800-835-5099, prompt 2, option 3.

  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 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.

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