Sales · CA, United States of America
Join Ask Claire- 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.
Immerse yourself in our LOVE, LEARN, GROW culture, where the ethos of making a profound impact, fostering respect, and nurturing career development reign supreme. We offer competitive compensation, benefits, and policies meticulously crafted to uphold our unwavering commitment to our internal team and the communities we proudly serve. Join us in shaping healthier futures and embracing boundless personal and collective growth opportunities.
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 and eligibility, securing the Scope of Appointment
● Visit provider clinics in Los Angeles and Orange County to meet with beneficiaries
● Utilize a consultative sales approach to determine needs, make plan presentations, handle obstacles, and close the sale over the phone or in person
● Interacts with prospective beneficiaries through education and complete enrollment application process
● Answer product and 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 production
● Provides and maintains reports on business activities, productivity tracking, forecasting, and sales analysis
● Maintains strong familiarity with competitors and the overall market environment