What are the responsibilities and job description for the Insurance Sales Representative position at Heppner Group?
Company Description Heppner Group was founded to make Medicare easier to understand for individuals facing important healthcare decisions. The team brings decades of experience in the insurance industry and focuses on providing clear, honest information and personalized support. By simplifying complex Medicare options, Heppner Group helps clients feel less overwhelmed and more confident in their choices. The company is committed to guiding people with clarity, care, and integrity so they can feel secure about their healthcare and future.
Role Description The Insurance Sales Representative is a full-time, on-site role based in Lehi, UT. This role is responsible for consulting with individuals about Medicare and related insurance products, explaining coverage options, and helping them select plans that align with their needs and budgets. Day-to-day tasks include conducting client appointments, following up on leads, managing a sales pipeline, and maintaining accurate records in CRM or agency systems. The Insurance Sales Representative will also provide ongoing customer service, assist clients with policy changes and questions, and collaborate with the team to ensure a supportive and compliant sales environment.
Qualifications
Role Description The Insurance Sales Representative is a full-time, on-site role based in Lehi, UT. This role is responsible for consulting with individuals about Medicare and related insurance products, explaining coverage options, and helping them select plans that align with their needs and budgets. Day-to-day tasks include conducting client appointments, following up on leads, managing a sales pipeline, and maintaining accurate records in CRM or agency systems. The Insurance Sales Representative will also provide ongoing customer service, assist clients with policy changes and questions, and collaborate with the team to ensure a supportive and compliant sales environment.
Qualifications
- Strong Insurance Sales and Sales skills, with the ability to meet goals while maintaining a client-focused approach.
- Knowledge of Insurance and Insurance Brokerage practices, preferably with experience in Medicare or health insurance products.
- Excellent Customer Service skills, including active listening, empathy, and clear communication.
- Ability to explain complex coverage options in simple terms and guide clients through decision-making processes.
- Relevant state insurance license (or ability to obtain one within a defined timeframe).
- Comfort with on-site work, using CRM tools, and managing documentation with attention to detail.
- Strong organizational and time management skills, with the ability to handle multiple client interactions each day.
- Previous experience in insurance, financial services, or consultative sales is preferred but not required.