Licensed Medicare Insurance Agent

Licensed Medicare Insurance Agent (W2) – In-Person, Charlotte, NC

About Us

At Shifa Insurance Group, we believe every client deserves honest guidance, personalized support, and access to quality healthcare coverage they can trust. As a Medicare-focused organization supporting multiple licensed insurance agencies nationwide, our mission is centered on helping individuals make informed and confident healthcare decisions while empowering agents with the tools, systems, and support needed to succeed.

Built on a foundation of integrity, compliance, service excellence, accountability, and long-term client relationships, Shifa Insurance Group partners with top-rated national carriers to deliver high-performing Medicare Advantage and ancillary insurance solutions across the country.

We are currently seeking a driven, experienced, and compliance-focused Licensed Medicare Insurance Agent to join our growing team in Charlotte, NC in a full-time, in-person W2 position.

About the Role

As a Licensed Medicare Insurance Agent, you will serve as a trusted advisor to Medicare beneficiaries by helping them understand and enroll in Medicare Advantage, Part D, Medicare Supplement, and ancillary insurance products that best fit their healthcare and financial needs.

This role is ideal for agents who are passionate about ethical sales, client education, and building long-term relationships while thriving in an in-person, performance-oriented environment supported by strong leadership, retention teams, marketing infrastructure, and centralized compliance systems.

What You'll Do

• Educate clients on Medicare Advantage, Medicare Supplement, and Part D plan options
• Conduct needs-based consultations to identify appropriate healthcare coverage solutions
• Assist clients with enrollments while ensuring full CMS and carrier compliance
• Sell ancillary insurance products including:
  • Hospital Indemnity
  • Cancer Plans
  • Critical Illness
  • Vision and related supplemental products
• Build and maintain long-term relationships through exceptional client service and follow-up
• Manage and maintain accurate client records using CRM and enrollment platforms such as Sunfire
• Stay informed on Medicare regulations, carrier updates, and enrollment guidelines
• Work collaboratively within a team-oriented, in-person environment while independently achieving performance goals
• Support clients during SEP (Special Enrollment Period) opportunities with professionalism and urgency

Qualifications

• Active Health Insurance License (required)
• AHIP 2027 Certification (required)
• Resume and NIPR report (PDB report) required
• Must hold at least 2 active non-resident state licenses
• Can be new to Medicare — training and support provided
• Strong knowledge of:
  • Medicare Advantage
  • Medicare Supplement Plans
  • Medicare Part D
  • Ancillary health products
• Strong communication, interpersonal, and relationship-building skills
• High attention to detail and commitment to ethical, compliant sales practices
• Experience with enrollment and client management systems such as Sunfire
• Ability to work independently while contributing to a collaborative, in-person team culture

Compensation & Benefits

• Competitive hourly base pay plus commission — commission during AEP
• Full-time W2 employment
• Paid time off and company holidays
• Access to centralized marketing, retention, and compliance support
• Opportunities for long-term growth and advancement within a rapidly growing organization

Why Join Shifa Insurance Group?

At Shifa Insurance Group, we are committed to building a culture where agents can thrive professionally while making a meaningful impact in the lives of the clients they serve. Our organization combines the strength of industry-leading infrastructure with a people-first approach that values trust, transparency, compliance, and long-term success.

If you are an experienced Medicare sales professional looking for an in-person opportunity in Charlotte, NC with strong support, growth potential, and a company that prioritizes doing things the right way — we want to hear from you.