Join a fast-growing boutique insurance agency focused on helping people understand their Medicare Benefits. We work with underserved populations to help them navigate Medicare and identify the best benefits for their individual needs.

Responsibilities for Medicare Sales Representative

● Primarily be responsible for the entire prospective beneficiary cycle that includes but is not limited to lead generation, relationship building, obtaining the Scope of Appointment, the presentation of the product, sales conversion and relationship management of a

Medicare beneficiary

● Daily tasks include completing a predetermined goal of outbound calls each day to

prospective beneficiaries to determine interest, eligibility, and to secure the Scope of

Appointment

● Utilize a consultative sales approach to determine needs, make plan presentations,

handle obstacles and close the sale over the phone

● Interacts with prospective beneficiaries through education and complete enrollment

application process

● Answer product and/or service questions in a professional and timely manner

● Perform various related duties as assigned

● Develop sites and secure organizations for community and provider-based sales and

marketing activities that provide membership growth opportunity

● Attend daily and weekly team meetings to report out production

● Provides and maintains reports on business activities, productivity tracking, forecasting

and sales analysis

● Maintains strong familiarity with competitors and overall market environment