Job Description

Job Summary

As an inside Medicare sales representative, you will be responsible for selling Medicare products and programs to potential and existing customers over the phone or online. You will also educate and assist customers with their Medicare enrollment and eligibility, and provide excellent customer service and support.

Key Responsibilities

• Contact and follow up with leads generated by marketing campaigns, referrals, or other sources.
• Present and explain Medicare products and programs, such as Medicare Advantage, Medicare Supplements, Prescription Drug Plans, and Specialty Products.
• Assess customer needs and recommend suitable solutions based on their budget, preferences, and health status.
• Assist customers with the Medicare enrollment process and answer any questions or concerns they may have.
• Maintain and update customer records and sales activities in the CRM system.
• Meet or exceed sales goals and performance metrics.
• Stay updated on the latest Medicare regulations, policies, and products.
• Attend regular training sessions and meetings.
• Call prospective as well as existing clients to review Medicare health insurance plans.
• Represent leading insurance carriers with strong financial stability.
• Provide clients with the best solution based upon immediate need and budgetary concerns.
• Create an easy and enjoyable experience for all clients.

Required Skills and Experience

• 0-1 year sales experience, having an active Health license is strongly preferred.
• Positive attitude, self-motivation, and confidence.
• Ability to quickly learn and adapt.
• Effective verbal communication skills, both in-person and via phone.
• Personable and professional.
• Insurance license preferred, or must obtain within 30 days of employment.
• Passion to help others.

Nice to Have Skills and Experience

• Statutory accounting knowledge.

Compensation

$20/hr + commission (80-90k total comp).

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefits

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

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