What are the responsibilities and job description for the Licensed Sales Agent position at Rise Up Benefits Group?
Job Overview
We are seeking a dynamic and results-driven Sales Representative to join our team. The ideal candidate will have a passion for sales, excellent communication skills, and a drive to succeed. This position offers the opportunity to work in a fast-paced environment within a modern, energetic office, with access to industry-leading training. All leads are provided, along with a base salary, commission, and performance-based bonuses.
Responsibilities
Present Medicare products to potential prospects, including Medicare Advantage, Medicare Supplements, and Ancillary products (e.g., Cancer, Heart & Stroke, Hospital Indemnity, Recovery Care).
Educate prospects on the differences between Medicare products, ensuring they understand their options and how each product fits their needs.
Make 125 outbound calls per day with a strong focus on closing leads and nurturing client relationships.
Set and manage appointments: During the onboarding stage, set 4 appointments per day for our licensed agents while ensuring proper documentation and follow-up.
Maintain CRM records: Accurately document client interactions, updates, and sales pipeline progress in the CRM system to ensure seamless tracking and reporting.
Meet or exceed sales targets and performance metrics.
Identify cross-selling opportunities to offer additional insurance products, such as life insurance, annuities, or other financial solutions.
Provide policy servicing: Assist existing clients with policy updates, renewals, and cross-sell opportunities when appropriate.
Adhere to compliance standards: Ensure all sales activities comply with Medicare guidelines and regulations, including obtaining and maintaining proper certifications and licensing.
Stay informed about market trends: Keep up-to-date with industry trends, competitor offerings, and Medicare policy changes to provide the best solutions to clients.
Collaborate with team members: Share best practices and work together to improve processes and achieve team goals.
Represent the company professionally: Maintain a high level of professionalism in all interactions, both internally and externally.
Requirements
On-site work required 5 days a week.
Comfortable with high-volume outbound calling to vetted leads.
Strong communication and interpersonal skills; must be coachable and open to feedback.
Proven ability to work independently and collaboratively as part of a team.
Proficiency in MS Office and CRM software.
Ability to thrive in a highly competitive and results-driven environment
Pay: $40,000.00 - $100,000.00 per year
Application Question(s):
- Are you willing to get your health and life insurance license?
Work Location: In person
Salary : $40,000 - $100,000