Personal Assistant
DWF
Licensed Medicare Sales Representative
Wider Circle
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $45,000 - $50,000 per year
Job Level
JuniorMid-Level
About the role
- 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
Requirements
- Minimum two (2) years of successful Medicare telesales, telemarketing, or customer service experience in a call center setting with a background in Medicare products
- Ability to work as an independent self-starter part of a team
- Bi-lingual in Spanish, Khmer, Creole, Mandarin, Arabic, or other languages
- Proficiency in effective verbal and written communication skills
- Effective computer and application knowledge of Client Relationship Management systems like Salesforce, Hubspot, Health plan portals, Google Workspace, and Microsoft Office suite Microsoft Word
- Be a captive agent
- Current knowledge of CMS regulations related to marketing, benefits, enrollment and other guidelines as governed by regulatory agencies
- Preferred: Bachelor's degree in marketing, finance, business administration
- Preferred: Product and Benefit training and/or other CMS required courses
- Preferred: Local to NJ or licensed in NJ
