Account Executive

• Manage the full prospective beneficiary cycle, including lead generation, relationship building, securing the Scope of Appointment, presenting product options, converting sales, and nurturing long-term relationships with Medicare beneficiaries
• Meet daily outbound call goals to engage prospective beneficiaries, assess their eligibility, determine their needs, and secure the Scope of Appointment
• Use a consultative sales approach to provide personalized plan presentations, address challenges, and close sales over the phone
• Educate prospective beneficiaries on Medicare options, guide them through the enrollment process, and answer product or service-related questions professionally and promptly
• Develop and secure partnerships with community organizations and providers to create new opportunities for membership growth
• Participate in daily and weekly team meetings to report on individual production and team progress
• Maintain accurate and up-to-date reports on business activities, productivity, forecasting, and sales analysis
• Stay informed about competitors and market trends to offer beneficiaries relevant and competitive solutions

Licensed Medicare Sales Representative

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Account Executive

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