Medicare Sales Representative
New
W
Wider CircleInsurance / Healthcare
United StatesFull-TimeMiddle
Salary$45,000-$50,000
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Job Details
- Experience
- Minimum two (2) years
- Required Skills
- SalesforceMicrosoft OfficeHubSpotGoogle WorkspaceCRM
Requirements
- Minimum two years of successful Medicare telesales, telemarketing, or customer service experience in a call center setting.
- Strong background and knowledge of Medicare products.
- Current knowledge of CMS regulations related to marketing, benefits, enrollment, and other guidelines.
- Bachelor's degree in marketing, finance, or business administration.
- Proficiency in Client Relationship Management (CRM) systems such as Salesforce and HubSpot.
- Application knowledge of Health plan portals, Google Workspace, and Microsoft Office suite.
- Ability to travel throughout the organization's service area.
- Capacity to work as an independent self-starter within a team.
- Effective verbal and written communication skills.
- Must be a captive agent.
- Completion of Product and Benefits training and/or other CMS-required courses.
Responsibilities
- Manage the entire prospective beneficiary cycle including lead generation, relationship building, Scope of Appointment, presentation, sales conversion, and relationship management.
- Execute daily outbound calls to prospective beneficiaries to determine interest, eligibility, and secure Scope of Appointment.
- Visit provider clinics in Los Angeles and Orange County to meet with beneficiaries.
- Apply a consultative sales approach to determine needs, handle objections, and close sales over the phone or in person.
- Educate prospective beneficiaries and facilitate the complete enrollment application process.
- Develop sites and secure organizations for community and provider-based sales and marketing activities.
- Provide regular reports on business activities, productivity, forecasting, and sales analysis.
- Attend daily and weekly team meetings to report production.
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