Licensed Medicare Sales Representative

Job Description:

Remote Licensed Medicare Sales Representative 

Join a fast-growing boutique insurance agency focused on helping people understand their Medicare Benefits. We work with underserved populations to help them navigate Medicare to identify the best benefits for their individual needs.

Responsibilities for Medicare Sales Representative

Primarily be responsible for the entire prospective beneficiary cycle that includes but is not limited to lead generation, relationship building, obtaining the Scope of Appointment,

the presentation of the product, sales conversion and relationship management of a Medicare beneficiary

Daily tasks include completing a predetermined goal of outbound calls each day to prospective beneficiaries to determine interest, eligibility, and to secure the Scope of Appointment

Visit provider clinics in Los Angeles and Orange County to meet with beneficiaries

Utilize a consultative sales approach to determine needs, make plan presentations, handle obstacles and close the sale over the phone or in person

Interacts with prospective beneficiaries through education and complete enrollment application process

Answer product and service questions in a professional and timely manner

Perform various related duties as assigned

Develop sites and secure organizations for community and provider-based sales and marketing activities that provide membership growth opportunity

Attend daily and weekly team meetings to report production

Provides and maintains reports on business activities, productivity tracking, forecasting and sales analysis

? Maintains strong familiarity with competitors and the overall market environment

Minimum two (2) years of successful Medicare telesales, telemarketing, or customer service experience in a call center setting with a background in Medicare products

Bi-lingual in Spanish

Applicant must be able to travel throughout the organization's service area

Ability to work as an independent self-starter part of a team

Proficiency in effective verbal and written communication skills

Effective computer and application knowledge of Client Relationship Management systems like Salesforce, Hubspot, Health plan portals, Google Workspace, and Microsoft Office suite Microsoft Word

Be a captive agent

Current knowledge of CMS regulations related to marketing, benefits, enrollment and other guidelines as governed by regulatory agencies

Bachelor's degree in marketing, finance, or business administration

Product and Benefit training and/or other CMS required courses

#zr-rep