Summit Shores Advisors is an insurance advisory firm focused on helping individuals navigate Medicare and related healthcare coverage options. We emphasize clear guidance, personalized service, and ethical practices to support clients in making informed decisions about their benefits. Our team members work closely with clients to explain complex insurance information in a straightforward, approachable manner. We value collaboration, professional growth, and a client-centered approach in everything we do.
Guidance You Can Trust. Protection You Deserve.
The Field Agent position is a contract role responsible for supporting clients in understanding and selecting appropriate Medicare and ACA plans. This role is based in the United States with a mix of in-person field visits and work-from-home activities. Day-to-day tasks include:
Meeting with clients at their homes or community locations
Conducting needs assessments to understand client healthcare requirements
Explaining Medicare and ACA plan options in clear, simple terms
Assisting clients with enrollment and plan selection
Following up with clients to address questions and concerns
Maintaining accurate records and documentation
Adhering to regulatory and company compliance standards
Collaborating with internal teams and participating in training sessions
Leveraging digital tools to manage appointments and client communication
GET PAID FAST – NOT IN 30-60 DAYS
We offer two compensation options so you can choose what works best for you:
| Option | Details |
|---|---|
| Partnership Payout | $250 per enrollment – paid every 2 weeks. No waiting 30-60 days. |
| New to Medicare | $500 per enrollment for New to Medicare enrollments. |
| Direct Carrier Payout | Keep higher backend carrier commissions if you prefer. Wait 30-60 days for payout. |
6 MONTHS OF FREE DATA LEADS
We provide you with 6 months of data leads at no cost to fill your pipeline and get you started immediately.
WHITE-GLOVE TRAINING & SUPPORT
Daily open-door training meetings (3x per day)
Weekly sales reviews with top leaders
Product training and Medicare refreshers
Deep dives on health and life products
Retention strategies and business-building guidance
OWN YOUR BOOK
This isn't a job – it's your business. You build your own community presence, client base, and territory.
️ ZERO ADMIN HEADACHES
We handle compliance and backend operations so you can focus on selling.
Required:
Active Health Insurance License (resident and/or non-resident)
AHIP certification (2026-2027)
Errors & Omissions (E&O) insurance ($1 million per claim, $3 million aggregate)
High school diploma or equivalent
Valid driver's license and reliable transportation for field visits
Eligibility to work in the United States
Strong communication and interpersonal skills
Comfort with in-person client visits and community outreach
Ability to work independently in a hybrid environment
Ability to manage schedules and use CRM or digital tools for documentation
Preferred:
Previous experience as a Medicare/ACA/P&C Field Agent or Telesales Agent
Knowledge of Medicare and health insurance concepts
Sales or consultative experience
Training or coaching abilities
Bilingual (English/Spanish) a plus
Nice-to-Haves:
Existing book of business or client relationships in your state
Experience with direct carrier contracting
Familiarity with ACA plans
Flexible Schedule – Set your own hours and manage your own calendar
Work from Home – Hybrid model with field visits
Immediate Cash Flow – Paid every 2 weeks through our partnership program
Free Leads – 6 months of data leads at no cost
Ongoing Training – Daily support and weekly reviews
Career Growth – Build your own book and territory
Partnership Options – Two compensation paths to choose from
Supportive Team Environment – Join a winning team that values your success from day one
Partnership Program:
| Enrollment Type | Payout | Timing |
|---|---|---|
| Standard Enrollment (Existing Medicare Client) | $250 | Paid every 2 weeks |
| New to Medicare | $500 | Paid every 2 weeks |
Direct Carrier Option:
Keep higher backend carrier commissions
Standard payout timing (30-60 days)
We are looking for licensed agents who:
Hold an active Health Insurance License
Want to own their own field territory
Are hungry, coachable, and ready to build a legacy
Are passionate about helping people navigate their healthcare options
Have strong field service and client-facing skills
Are self-motivated and able to work independently
| Get paid in 2 weeks, not 2 months | |
| $250 per enrollment – all year round | |
| $500 per enrollment for New to Medicare | |
| 6 months of free data leads | |
| Daily training and support | |
| Build your own book and own your territory | |
| Choose your compensation path – partnership or direct carrier | |
| Join a winning team that values your success |
If you're ready to stop waiting for a check and start building your future, we want to hear from you.
Apply today to learn how you can start earning $250 per enrollment and getting paid in two weeks, not two months.
Spots are limited by territory.
Send your resume to:
edobson@xcelfinancialservices.com
cpoolebonacic@xcelfinancialservices.com
| Location | Dallas, TX |
| Salary | $30–$60 Per Hour |