Associate Vice President of Medicare Sales

Description

Company Overview

Agility Insurance Services is a leading Field Marketing Organization (FMO) specializing in Medicare, life, and health insurance products. Our focus on innovation, support, and resource provision has made us a trusted partner for independent agents and agencies nationwide. As we continue to grow, we

strive to cultivate a collaborative environment that empowers our teams to deliver exceptional value to our partners.

Position Summary

The Associate Vice President (AVP) of Medicare Sales is responsible for leading, developing, and expanding the company’s Medicare sales channel. This role oversees regional Medicare sales teams and Medicare sales trainers, ensuring alignment with corporate goals, market growth objectives, and compliance requirements. As a senior leader within Agility, the AVP will drive agent recruitment, onboarding, and production through strategic market development, carrier partnerships, and training excellence. This role will foster a high-performance culture focused on agent success, carrier satisfaction, and regulatory compliance.

Key Responsibilities

Leadership & Team Development

• Provide direct leadership and oversight to Regional Medicare Sales Managers and Medicare Sales Trainers.
• Establish performance expectations and accountability measures for sales teams and training staff.
• Conduct regular strategy and performance review meetings with regional leaders and trainers.
• Foster collaboration between sales and training teams to optimize agent productivity and retention.

Sales Strategy & Channel Growth

• Develop and implement strategies to expand the Medicare sales channel across assigned markets.
• Identify new growth opportunities, including geographic expansion and market penetration.
• Collaborate with marketing and recruiting teams to drive agent acquisition and engagement.
• Ensure the product portfolio is competitive and aligned with market demand.

Training & Development

• Oversee the Medicare training function to ensure agents receive timely and effective instruction on CMS compliance, carrier products, sales techniques, and technology tools.
• Work with trainers to create ongoing learning opportunities, including workshops, webinars, and in-field coaching.
• Ensure all annual certifications and carrier-specific trainings are completed on time.

Carrier & Partner Relations

• Maintain strong relationships with Medicare carriers to support contracting, product rollouts, and joint marketing initiatives.
• Ensure regional teams participate in key carrier events, trainings, and incentive programs.
• Work with carriers to address market needs and secure resources to support sales growth.

Performance Management & Reporting

• Track production metrics for agents, regions, and the overall Medicare channel.
• Provide detailed performance reporting and analysis to executive leadership.
• Identify performance gaps and implement targeted improvement plans.

Compliance & Quality Assurance

• Ensure all sales activities comply with CMS regulations and company policies.
• Partner with the compliance department to monitor agent behavior and address any issues promptly.

Requirements

Qualifications

• Bachelor’s degree in Business, Marketing, or related field (or equivalent experience).
• 7+ years of Medicare sales experience, including at least 3 years in a leadership role with multi-region oversight.
• Proven track record of building and managing high-performing Medicare sales teams and training programs.
• Strong relationships with Medicare Advantage, Medicare Supplement, and Part D carriers.
• In-depth knowledge of CMS marketing and compliance regulations.
• Excellent leadership, communication, and organizational skills.
• Willingness to travel regionally/nationally as needed.

Performance Indicators

• Growth in Medicare sales production year-over-year.
• Agent recruitment, activation, and retention rates.
• Regional team and trainer performance against assigned goals.
• Training completion rates and post-training sales performance.
• Compliance audit results and absence of regulatory violations.

Compensation & Benefits

• Comprehensive benefits package (medical, dental, vision, 401(k), etc.).
• Opportunities for professional growth and development through ongoing training and industry certifications.
• A collaborative and supportive work culture that values innovation, integrity, and teamwork.
• The chance to lead and optimize a key function within a rapidly growing FMO, contributing to the success of agents and partners nationwide.

NOTE

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information and all HR Support Center materials are provided in consultation with federal and state statutes and do not encompass other

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This job description in no way states or implies that these are the only duties to be performed by the

employee(s) incumbent in this position. Employees will be required to follow any other job-related

instructions and to perform any other job-related duties requested by any person authorized to give

instructions or assignments. All duties and responsibilities are essential functions and requirements

and are subject to possible modification to reasonably accommodate individuals with disabilities. To

perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform

each duty proficiently. Some requirements may exclude individuals who pose a direct threat or

significant risk to the health or safety of themselves or others. The requirements listed in this

document are the minimum levels of knowledge, skills, or abilities. This document does not create an

employment contract, implied or otherwise, other than an “at will” relationship.