Keystone Advisors

Account Executive

• Make high-volume outbound calls to prospects
• Work and convert third-party lead vendor calls
• Educate beneficiaries on Medicare Advantage, Medicare Supplement, and PDP plans
• Build rapport quickly and overcome objections
• Complete compliant enrollments
• Strong Follow up skills with clients to maintain policy effectuation
• Maintain strong member retention through proactive client support and follow-up
• Cross-sell ancillary products including dental, vision, hearing, hospital indemnity, and other supplemental coverage options
• Maintain accurate CRM notes and follow-up activity
• Meet daily dialing, talk-time, sales, retention, effectuation, and ancillary sales KPIs

Medicare Sales Representative

• Make high-volume outbound calls to ACA marketplace prospects (under 65 market)
• Work and convert third-party vendor-generated leads
• Educate clients on ACA health insurance plans, subsidies, and coverage options
• Build rapport quickly and handle objections to close enrollments
• Complete accurate ACA enrollments
• Ensure policies are properly activated through consistent follow-up
• Maintain strong member retention through ongoing client support
• Cross-sell ancillary products including dental, vision, accident, and hospital indemnity coverage
• Document all client interactions, enrollments, and follow-up activity in CRM systems
• Meet or exceed daily KPIs including dials, talk time, enrollments, retention, and ancillary sales

Medicare Sales Representative

ACA Sales Representative