Client Summary:

• Focused on delivering comprehensive and compassionate care through a personalized approach.
• Committed to supporting overall wellness by addressing both symptoms and root causes of health concerns.
• Helps individuals navigate and compare healthcare plan options to find the best fit for their needs.
• Provides guidance and support throughout the decision-making process.
• Backed by a team of licensed professionals with access to a wide range of plans and carriers.
• Dedicated to making the healthcare experience simple, accessible, and beneficial for every individual.

Position Responsibilities:

Sales Leadership & Execution

• Own the MA sales operating model with accountability for agent productivity, quality, and long-term persistency outcomes.
• Translate carrier retention and satisfaction KPIs into daily sales practices and scorecards.
• Support leadership on structuring and executing multiple revenue structures and lines of business.

Agent Hiring, Training & Coaching

• Build and manage a pipeline of high-performing agents with retention-minded recruiting and onboarding.
• Implement training that embeds carrier priorities, Stars levers, and compliance requirements.
• Monitor performance; coach to improve conversion, persistency, and member experience.

Retention & Member Satisfaction

• Establish the organization’s first member satisfaction and retention function supporting HEAP and as-earned lines.
• Partner with Compliance & Operations to meet or exceed requirements tied to Star Ratings, CTMs, and related metrics.
• Report on retention and satisfaction KPIs; lead data-backed experiments and continuous improvements.

Cross-Functional Collaboration

• Collaborate on growth strategy, FMO relationships, and new product lines.
• Work with Compliance, Tech, and Ops to ensure systems, reporting, and oversight align with carrier expectations and CMS rules.

Experience & Skills:
Required Experience and Qualifications:

• 5+ years MA sales leadership (Director+ at a plan, FMO, or large brokerage).
• Proven ownership of KPIs tied to enrollee satisfaction, persistency, and compliance.
• Deep knowledge of MA regs, carrier priorities, and Stars methodology.
• Track record hiring/training/managing agents for both volume and retention.
• Strong communication and carrier/FMO relationship skills; entrepreneurial/builder mindset.