IFG Medicare Sales & Service Agent

Become a part of our caring community

Start in customer support. Build Medicare expertise. Grow into the role that best matches your strengths.

Interested in a Medicare career but do not yet have a health insurance license? This fully remote, full-time opportunity offers two potential career paths with Innovative Financial Group (IFG), a wholly owned Field Marketing Organization and subsidiary of Humana . IFG helps customers navigate Medicare coverage across multiple insurance carriers through education, customer support, and sales. You will begin with approved non-licensed customer support while learning healthcare, Medicare, and the IFG business. After the 2026 Annual Enrollment Period (AEP), eligible associates will participate in company-supported licensing and training. Based on business needs, qualifications, performance, and role fit, selected associates may transition in early 2027 into either a Licensed Medicare Sales Agent role or a Licensed Customer Success Agent role.

START (Phase 1): Non-licensed customer support and IFG learning

DEVELOP (Phase 2): Company-supported licensing and role training

TRANSITION (Phase 3): Licensed Sales Agent or Customer Success Agent
Your Career Pathway

Phase 1: Customer Support and IFG Learning

- Handle inbound and outbound customer interactions with professionalism, empathy, and attention to compliance.

- Provide approved factual information, fulfill requests for materials, and assist with general non-licensed service needs.

- Document interactions accurately and route sales, plan recommendation, enrollment, and other licensed requests to licensed agents.

- Follow approved scripts, workflows, privacy requirements, quality standards, and escalation procedures.

- Learn Medicare, IFG operations, the multi-carrier environment, and the systems used to support customers.

- Support AEP service levels through dependable attendance, schedule flexibility, and effective use of multiple systems.

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Important: During the non-licensed phase, you will not recommend, market, sell, or enroll customers in health plans. Commission is not available during this phase.

Phase 2: Licensing and Role-Specific Training

- Participate in company-supported health insurance licensing preparation and complete required state licensing exams.

- Complete required compliance, product, carrier, system, customer experience, and role-readiness training.

- Develop skills for either consultative Medicare sales or licensed customer success support.

- After successful licensing, training, readiness requirements, and business approval, transition into the role for which you are selected.

Phase 3: Two Potential Licensed Career Paths

Licensed Medicare Sales Agent

- Connect with prospective and existing customers through inbound and outbound calls.

- Assess customer needs and explain appropriate Medicare plan options.

- Follow up on leads, overcome objections, close sales, and document activity.

- Meet applicable sales, quality, customer experience, and compliance expectations.

Licensed Customer Success Agent

- Help customers understand plan benefits, coverage, resources, and services across multiple carriers.

- Resolve eligibility, enrollment, plan-change, and service questions within the licensed scope.

- Partner with sales agents, carrier partners, and internal teams to resolve customer needs.

- Support customer satisfaction and retention through clear, compliant guidance.

Use your skills to make an impact

Required Qualifications

- At least 3 years of customer service experience in retail, a call center, healthcare, sales, or a similar customer-facing environment.

- No health insurance license is required at the time of hire.

- Ability and commitment to study for, pass, and obtain the required state Health Insurance License by the start of 2027. Obtaining and maintaining the required license is a condition of continued progression and employment in a licensed role.

- Strong comm