GuideWell Source

Planning Advisor – Medicare Tele-sales

GuideWell Source

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $20 - $32 per hour

About the role

  • Engage with Medicare prospects and existing members to educate and guide them in the sales process by assisting them in selecting and enrolling in a suitable Medicare and ancillary plan.
  • Develop and maintain long term relationships with an assigned base of existing Florida Blue members aging into Medicare, ensuring their healthcare needs are met.
  • Operate as a licensed telephonic sales agent, utilizing exceptional communication and interpersonal skills to drive sales growth and retention.
  • Assist prospective and existing FB members to find a Florida Blue Medicare plan by conducting a Needs Analysis and pitching an appropriate plan that will meet their healthcare needs including ancillary products and ultimately enrolling them telephonically.
  • Proactively educate current and prospective members aging into Medicare-on-Medicare basics, enrollment requirements, and penalties, with the goal of recommending a FB Medicare plan and assisting with the enrollment process.
  • Understand commercial plans for those aging in to ensure appropriate plan selection.
  • Retain membership after enrollment through a series of welcome calls educating the members on their new plans.
  • Support marketing campaigns via inbound and outbound telephonic sales calls.
  • Exceed New Sales quota, retention rates, telephonic service levels, and quality expectations.
  • Respond to sales inquiries from prospective and existing members regarding product offers and annual product changes.
  • Manage the customer lifecycle, including acquisition, welcome, engagement, retention and re-sale.
  • Maintain regular contact with clients, for follow up buying decision and drive retention.
  • Identify and overcome buying obstacles from new customers and existing members.
  • Deliver best in class sales experience ensuring ongoing satisfaction and customer retention.

Requirements

  • 2+ years related work experience. Experience Details: Worked in a tele-sales environment selling Medicare and ancillary plans.
  • High school diploma or GED
  • Active Florida state health insurance license 2-15 Health, Life and Variable Annuities or 2-40 Health
  • Demonstrated time management skills and the ability to manage multiple priorities.
  • Experience working independently and as part of a team
  • Experience using computers and navigating among multiple systems and screens as well as documenting information.
  • Experience with listening and relating key information to comparable selling situations to apply appropriate responses and actions.
  • The ability to work flexible schedules including evenings and weekends.
Benefits
  • Medical, dental, vision, life and global travel health insurance;
  • Income protection benefits: life insurance, short- and long-term disability programs;
  • Leave programs to support personal circumstances;
  • Retirement Savings Plan including employer match;
  • Paid time off, volunteer time off, 10 holidays and 2 well-being days;
  • Additional voluntary benefits available;
  • A comprehensive wellness program
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tele-salesMedicare plansancillary plansneeds analysissales growthcustomer lifecycle managementretention strategiessales quotasproduct knowledgeenrollment process
Soft Skills
communication skillsinterpersonal skillstime managementteamworkindependenceproblem-solvingcustomer satisfactionrelationship buildingflexibilitysales experience
Certifications
Florida state health insurance license 2-15Florida state health insurance license 2-40GEDhigh school diploma