Job Overview:

The ideal candidate designs and implements effective marketing strategies to sell insurance contracts. They reach out to potential clients, establish rapport, and understand their requirements. They offer suitable insurance plans based on the clients’ needs and collect information to provide the best solutions. They also prepare reports on business performance, maintain records, and ensure compliance with company policies. Ultimately, their goal is to acquire new clients, build strong relationships, and contribute to the growth of the insurance business.

Essential Duties and Responsibilities:

• Conduct warm and cold sales calls to leads and prospects for the purpose of identifying Medicare supplemental needs

• Conduct Medicare 101 client webinars and presentations to help spur interest from leads

• Analyze and educate participating clients on Medicare plan options, which may include ancillary products

• Create, track and manage sales follow up process for prospective client sales

• Enroll and guide clients through the application process

• Regularly follow up with carriers on pending applications and any outstanding issues

• Attend educational events to further education of products and sales techniques

• Stay current on compliance and product knowledge in order to make the best product recommendations for each client

Skills and Experience Required:

• Minimum of 3 to 5 years’ experience related to Insurance Sales, emphasis on Medicare sales would be ideal

• Previous phone sales experience working with cold and warm leads

• Strong understanding of various Medicare plans: Medicare supplements, Medicare Advantage, Part D and Ancillary products

• Well versed in the carrier’s portal, Quoting Tool software and enrollment platforms

• Confident, professional and articulate in written and verbal communication

Skills and Experience Preferred:

• Bachelor’s Degree in Business, Sales or Marketing

• Previous professional experience building sales or service call center programs

Physical Demands/ Locations/ Travel:

Physical Demands

• Physical Demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to:

1. Sit for prolonged periods of time at a desk while working on a computer.

2. Bend, lift and move supplies up to 25 lbs and may occasionally lift up to 50 lbs.

Work Location

• Remote/hybrid schedules are subject to change and based on performance/ business needs.

• Employee’s primary office location is would be a work from home setting, could change based on business needs.

• Employees may be required to work out of designated office locations for meetings, collaborations and/or in connection with their duties on a temporary/ semi-permanent/ permanent basis.

Hours/ Travel

• Work occasional evenings and weekends and attending events may be required.

• This job may require occasional travel outside of the local area and overnight stays.

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned; but rather to give the employee a general sense of responsibilities and expectations of his/her position. As the nature of business demands change so, too, may the essential functions of this position.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Schedule:

• Monday to Friday
• Weekends as needed

Travel requirement:

• Travel

Work Location: On the road