Ask Claire Medicare Sales Representative

Wider Circle
4d$45,000 - $50,000

About The Position

At Ask Claire, a subsidiary of Wider Circle, we believe in fostering meaningful connections and empowering our communities through our "LOVE, LEARN, GROW" approach. As a Medicare Sales Representative, you’ll play a vital role in guiding underserved populations through the complexities of Medicare, helping them understand and secure the best benefits for their needs. If you’re passionate about making a difference while growing your career in a supportive, mission-driven environment, we invite you to join our team.

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.

Nice To Haves

  • Bachelor's degree in marketing, finance, business administration
  • Product and Benefit training and/or other CMS required courses

Responsibilities

  • 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, ensuring beneficiaries feel confident in their choices.
  • 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, reflecting our commitment to LOVE our communities.
  • 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, supporting your professional GROWTH within the organization.
  • Stay informed about competitors and market trends to ensure you’re offering beneficiaries the most relevant and competitive solutions, continuing to LEARN and adapt in an evolving market.

Benefits

  • Performance-based incentive bonuses
  • Opportunity to grow with the company
  • Comprehensive health coverage, including medical, dental, and vision
  • 401(k) Plan
  • Paid Time Off
  • Employee Assistance Program
  • Health Care FSA
  • Dependent Care FSA
  • Health Savings Account
  • Voluntary Disability Benefits
  • Basic Life and AD&D Insurance
  • Adoption Assistance Program
  • Training and Development
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