Fidelity Investments Job - 31855936 | CareerArc
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Company: Fidelity Investments
Location: Westlake, TX
Career Level: Associate
Industries: financial services


Job Description:


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 salesprofessionals and are key to helping our customers live confidently in retirement and beyond.

The Expertise 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 representative

  • If you're not already AHIP certified, we'll support you while you complete the AHIP Medicare training and work to obtain appointments with our carriers during your first month of employment

The Purpose of Your 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 rewarding 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.

The Skills You Bring

  • You have strong interpersonal skills and a passion for helping people solve complex problems

  • You have an aptitude for sales and a real desire to help people find solutions that are right for them

  • You are a quick learner with an openness to training and feedback

  • You are entrepreneurial and enjoy collaborating with people from different disciplines

  • You are a clear communicator with strong presentation skills

The Value You Deliver

  • Taking phone appointments with our clients and helping them find Medicare coverage that fits their health and financial needs

  • Answering questions from clients and confirming their eligibility for Medicare

  • Explaining the benefits and features of various Medicare Advantage, Medigap and Prescription Drug Plans

  • Delivering compliant sales presentations that abide with CMS and other applicable regulations

  • Enrolling clients in products that are appropriate for their personal situation

  • Providing feedback on our new Medicare training curriculum to improve future materials for future hires

  • Partnering with our team to build and grow a new Fidelity business that could impact millions of Americans!

How Your Work Impacts the Organization

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 commitment to providing the best customer experience in the financial services industry.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

Certifications: Category: Product Management

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