Keystone Advisors

Medicare Sales Representative

Keystone Advisors

full-time

Posted on:

Location Type: Office

Location: Houston • Texas • United States

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Salary

💰 $22 - $25 per hour

About the role

  • Answer inbound sales calls from customers interested in learning about our products and services
  • Outbound Calls to prospective clients and leads.
  • Attending Field marketing events to attain leads.
  • Following up on leads from events
  • Discussing and assisting customer needs and matching the most suitable plan and promotion
  • Promoting company products on each call
  • Handling calls professionally, meeting company regulatory and compliance standards
  • Accurately documenting interaction details
  • Meeting key performance indicators (sales calls, sales process, call quality, and product selection)
  • Staying educated on corporate initiatives, market changes, and process changes
  • Other duties as assigned

Requirements

  • High School Diploma
  • Active Group 1- Life and Health Insurance License Required
  • Maintain CE to ensure active license status
  • Clear a State required background check to obtain and maintain license
  • Strong knowledge in CRM systems and Microsoft suite products
  • Required a college degree or equivalent work experience
  • 3+ years’ experience in customer service, sales and or healthcare related industry
  • Clear an employer background check
  • High sales conversion rates
Benefits
  • Paid time off
  • Generous paid Holidays
  • Quarter Company Events
  • Open Fun/Friendly Environment
  • Company Events
  • On The Job Training
  • Office amenities: Yoga Room/Meditation, Pickleball courts, Golf Simulator, and Doggie Day care
Applicant Tracking System Keywords

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

Hard Skills & Tools
sales callssales processcall qualityproduct selectioncustomer servicesales conversion ratesCRM systemsMicrosoft suite
Soft Skills
communicationprofessionalismcustomer needs assessmentlead follow-upattending eventsteam collaboration
Certifications
Group 1- Life and Health Insurance LicenseCE maintenance for active license