My Senior Health Plan

Sales

• Conduct inbound and outbound telesales calls to educate clients on annuity products
• Use virtual tools (e.g., Zoom, CRM dialers , e-signature platforms) to complete the full sales cycle remotely
• Perform needs-based assessments to recommend appropriate financial protection and retirement income solutions
• Follow up with (warm) leads generated through marketing campaigns, referrals, and CRM systems
• Maintain accurate and timely documentation of all client interactions and sales activities
• Stay informed on product updates, compliance requirements, and industry trends
• Consistently meet or exceed telesales performance metrics and conversion goals

Licensed Annuity Sales Agent

Insurance

• Conduct inbound and outbound telesales calls to educate clients on life insurance products
• Use virtual tools (e.g., Zoom, CRM dialers, e-signature platforms) to complete the full sales cycle remotely
• Perform needs-based assessments to recommend appropriate life insurance products
• Follow up with (warm) leads generated through marketing campaigns, referrals, and CRM systems
• Maintain accurate and timely documentation of all client interactions and sales activities
• Stay informed on product updates, compliance requirements, and industry trends
• Consistently meet or exceed telesales performance metrics and conversion goals

Licensed Life Insurance Sales Agent

• Make outbound calls and take inbound calls to engage potential clients.
• Professionally present My Senior Health Plan’s services and build rapport with (warm) leads.
• Create and update client profiles in our CRM and assist with scheduling appointments or live transfers to licensed agents.
• Use sales tactics to nurture leads and meet sales targets.
• Stay informed about Medicare products and insurance basics.
• Consistently meet sales goals and administrative deadlines.

Licensed Annuity Sales Agent

Licensed Life Insurance Sales Agent

Pre-Sales Intake Specialist, Bilingual English/Mandarin and/or Cantonese