Licensed Medicare Sales Representative, Bilingual English/Spanish
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Job Description
Licensed Medicare Sales Representative assisting clients in evaluating and enrolling in Medicare plans. Managing calls, educating clients, and exceeding sales performance goals.
Responsibilities:
- Assist clients in evaluating and enrolling in the best Medicare plans to meet their needs.
- Manage outbound and inbound calls, educate clients about Medicare, and convert leads into sales.
- Responsible for maintaining a sales pipeline, building long-term relationships, and exceeding performance goals.
- Evaluate client needs and recommend Medicare plans.
- Conduct plan reviews, guide enrollment, and educate on Medicare eligibility and options.
- Prospect new (warm) leads, handle inbound/outbound calls, and drive sales.
- Ensure high-quality follow-up and meet sales goals and metrics.
- Use CRM tools for managing client information and tracking progress.
- Stay updated on industry trends, products, and compliance regulations.
Requirements:
- Active Health & Life license in your resident state.
- California license is a plus.
- Current AHIP certificate required before starting.
- Bilingual in Spanish.
- 3+ years of inbound/outbound sales experience, preferably in a call center environment.
- Associates degree in Business or related field.
- Job stability and tenure in previous roles.
- Strong phone presence and communication skills.
- Proficient in CRM Software and Microsoft Office.
- Self-motivated, tech-savvy, and coachable.
- Ability to work in a fast-paced, goal oriented environment.
- Strong interest in the insurance industry is essential.
Benefits:
- Health insurance (medical, dental, vision) with 75% employer paid.
- Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness).
- 401(k) plan with matching and profit-sharing.
- Paid vacation, sick time, and company holidays, including the week of Christmas.
- Positive work environment with room for growth.
- Work remotely with company-provided equipment.
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