About The Position

The Membership Outreach Specialist is an outside healthcare sales representative responsible for generating leads among Medicare-eligible seniors, managing prospects through the sales pipeline, and converting them into Sage Health patients. The role builds and nurtures relationships with senior citizens, community partners, contracted health plan agents, and independent brokers. It also plans and manages community events to attract seniors and generate sales leads. With support from the local Sales Manager, the representative develops and executes monthly and quarterly sales plans to meet new-patient goals. The role educates prospective patients about Sage Health services, gives them personalized tours of the center, and introduces them to primary care providers and staff. It also maintains relationships with patients after enrollment to support their satisfaction.

Requirements

  • At least 2 years of outside sales experience.
  • High school diploma or equivalent.
  • Experience with consultative selling, including qualifying potential customers, building rapport, and establishing trust.
  • Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
  • CRM experience.
  • High energy, self-motivation, and an interest in controlling one's own income.
  • Excellent written and verbal communication skills.
  • Strong public speaking and presentation skills, including presenting to large groups.
  • Reliable transportation and a valid state-issued driver's license.
  • Ability to travel locally, regionally, and nationally as required.

Nice To Haves

  • Knowledge of Medicare and Medicare Advantage, particularly for insurance brokers.
  • Experience working with and selling to seniors in the community.
  • Healthcare knowledge.
  • Salesforce experience.
  • Spanish bilingual ability.

Responsibilities

  • Develop, implement, and execute monthly and quarterly sales plans with support from the local Sales Manager to achieve new-patient goals.
  • Plan and execute community events, such as tabletop events, health fairs, and partnerships with local food banks, to reach Medicare-eligible seniors.
  • Generate leads through prospecting and by building and maintaining community relationships.
  • Cultivate relationships with contracted health plan agents, independent brokers, senior housing leaders, senior recreation centers, local churches, and other community partners.
  • Educate prospective patients about services at local events and through health agents.
  • Give prospective patients personalized tours of the center and introduce them to primary care providers and staff.
  • Provide a high level of sales and customer service to prospects, patients, health agents, and community partners.
  • Nurture relationships with enrolled patients and help ensure they remain satisfied with services.
  • Attend regularly scheduled local, regional, and/or national sales meetings and share sales plans and results.
  • Perform other related duties as assigned.

Benefits

  • Medical, dental, and vision benefits with employer contributions toward paycheck premiums.
  • Three medical plan options: two PPO options and a CDHP plan with a company-provided $500 monthly HSA contribution.
  • Healthcare and dependent care flexible spending accounts.
  • Employee Assistance Program for personal support and work-life benefits.
  • Employer-paid life insurance and short-term and long-term disability benefits; optional voluntary life insurance is also offered.
  • 401(k) retirement plan through Transamerica.
  • Flexible time off, including PTO, seven paid company holidays, and two floating holidays.
  • Career growth and advancement opportunities.
  • Phone and car allowance.
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