Pre-Sales Intake Specialist, Bilingual English/Mandarin and/or Cantonese
My Senior Health Plan
full-time
Posted on:
Location Type: Office
Location: La Jolla • California • United States
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Salary
💰 $41,600 - $47,840 per year
About the role
- 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.
Requirements
- 3+ years of experience in inside sales.
- Multilingual in Mandarin and/or Cantonese.
- Job stability and tenure in previous roles.
- Excellent phone presence and communication skills (both verbal and written).
- Proficiency in Microsoft Office and CRM software.
- Tech-savvy and capable of managing multiple tasks.
- Ability to work in a fast-paced, goal-oriented environment.
- Experience with auto-dialers.
- Strong interest in the insurance industry is essential.
- Willingness to become a licensed sales agent (all materials provided by My Senior Health Plan).
Benefits
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Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
inside salessales tacticslead nurturingappointment schedulingauto-dialersCRM softwareMicrosoft Office
Soft Skills
communication skillsphone presencemultilingualtech-savvyability to manage multiple tasksgoal-oriented
Certifications
licensed sales agent