Job Description

Must Haves

Minimum of 1 year sales experience, having an active 2-15 or 2-40 license is preferred but not required.

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.

Drive to succeed.

High school diploma or equivalent

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.

Duties and 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 client with best solution based upon immediate need and budgetary concerns
• Create an easy and enjoyable experience for all clients

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