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Trucordia

Licensed Insurance Sales Agent

Trucordia

Licensed Insurance Sales Agent discussing Aetna’s Medicare plans and providing tailored solutions. Handle inbound and outbound calls while ensuring client trust and confidence.

Posted 5/23/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact
  • Handle inbound and outbound calls to prospective clients, creating a friendly and inviting atmosphere to discuss Aetna’s Medicare plans.
  • Clearly explain Medicare options, benefits, and enrollment processes, ensuring clients feel informed and confident in their choices.
  • Take the time to understand each client’s unique needs and adapt your approach to provide tailored solutions.
  • Foster trust and rapport with clients through your outgoing personality and cooperative attitude.
  • Keep track of leads and follow up promptly, ensuring no opportunity is missed while maintaining accurate records of interactions.

Requirements

What you’ll need
  • Minimum of 1 year of successful outbound dialing sales experience in the Medicare industry
  • Passion for helping others and a commitment to excellent customer service.
  • Strong verbal communication skills, with the ability to convey complex information clearly and effectively.
  • Build rapport with clients, understanding their needs and providing tailored solutions.
  • Stay updated on Medicare products, services, and industry trends.
  • Proficient in Microsoft Windows environment and multiple CRM software systems.
  • Self-motivated with a powerful desire to succeed and achieve high performance.
  • Ability to thrive in a dynamic and fast-paced work environment while maintaining attention to detail.
  • Flexibility to adjust strategies based on client needs and feedback.
  • Valid Resident State Health Insurance (Required)
  • Continuing Education (CEs) are up to date (Required)
  • High School Diploma or GED

Benefits

Comp & perks
  • Medical
  • Dental
  • Vision
  • Life Insurance and AD&D
  • FSA / HSA
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Supplemental Health Insurance
  • EAP
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible PTO
  • 401K

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
outbound dialing sales experienceMedicare knowledgecustomer service
Soft Skills
verbal communicationrapport buildingadaptabilityself-motivationattention to detail
Certifications
Resident State Health InsuranceContinuing Education (CEs)High School DiplomaGED