Fidelity Investments Header

Medicare Advisor

Jacksonville, FL
Full-Time

Job Description

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 sophisticated decisions. They meet with our customers over the phone to assess their healthcare needs and recommend appropriate Medicare coverage. They are empathetic sales professionals and are key to helping our customers live expertly in retirement and beyond.

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 exciting engagements with customers daily and be a key contributor to our business success by uncovering our customer needs and recommending appropriate solutions.

The Expertise and Skills You Bring

  • A college degree is preferred but not required
  • An active Health Insurance License is preferred but not 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 acquire appointments with our carriers during your first month of employment
  • Strong interpersonal skills and a passion for helping people seek sophisticated problems
  • Interest in sales and a real desire to help people find solutions that are right for them
  • Quick learner with an openness to training and feedback
  • Bold and enjoy collaborating with people from different subject areas
  • 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!
The base salary range for this position is $58,000-$132,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Certifications:

Category:

SalesPDN-a094804c-dd17-4ec1-a3c0-6ef227ded4f7

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 sophisticated decisions. They meet with our customers over the phone to assess their healthcare needs and recommend appropriate Medicare coverage. They are empathetic sales professionals and are key to helping our customers live expertly in retirement and beyond.

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 exciting engagements with customers daily and be a key contributor to our business success by uncovering our customer needs and recommending appropriate solutions.

The Expertise and Skills You Bring

  • A college degree is preferred but not required
  • An active Health Insurance License is preferred but not 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 acquire appointments with our carriers during your first month of employment
  • Strong interpersonal skills and a passion for helping people seek sophisticated problems
  • Interest in sales and a real desire to help people find solutions that are right for them
  • Quick learner with an openness to training and feedback
  • Bold and enjoy collaborating with people from different subject areas
  • 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!
The base salary range for this position is $58,000-$132,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Certifications:

Category:

SalesPDN-a094804c-dd17-4ec1-a3c0-6ef227ded4f7

About Fidelity Investments

At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
 

*Specifically serviced by our Clearing & Custody team within Fidelity Institutional

 

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.

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Medicare Advisor
Fidelity Investments
Jacksonville, FL
Dec 13, 2025
Full-time
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