Sales Consultant- Medicare -California

Warner Pacific Insurance Services•Westlake Village, CA

About The Position

The Individual and Medicare Sales Consultant is responsible for achieving sales goals for both Medicare and Individual. The Medicare Sales responsibilities will be accomplished through the acquisition of Medicare broker appointments and certifications using effective sales techniques to engage and support Medicare insurance brokers. Under minimal supervision the Medicare and Individual Sales Consultant primary duties may include yet not limited to: Maintaining FMO and carrier relationships at all levels as it relates to Medicare and Individual. Goal setting and support of sales team to create an environment for continued growth and success. Maintain frequent and effective contact with brokers and build active selling relationships to increase sales of all Medicare and Individual product lines. Prospect inactive brokers to find new Medicare sales opportunities. Provide product and technology training for brokers and brokerage staff. Make outbound sales calls and follow up calls to active and potential brokers. The Medicare and Individual Sales Consultant make independent decisions within Warner Pacific, broker, CMS, SMS and carrier guidelines and procedures relative to Medicare, as well as modifications to existing business. Overview of Responsibilities Help establish goals and milestones for individual and Medicare sales team. Ensure that sales team has all necessary training and tools to perform their duties effectively. Manage insurance carrier and FMO relationships at all levels within their organizations. Coordinate with Warner Pacific Operations Manager to establish and improve client services, processes and procedures. Work to establish and maintain a visible presence in their applicable market. Strictly adhere to the CMS and Warner Pacific’s marketing and compliance regulations. Maintain insurance license, AHIP and health plan certifications. Demonstrate knowledge on the mechanics and differences between Medicare Advantage plans, Part D plans and Medicare Supplements and be able to assist brokers with questions. Provide guidance to Commercial Sales team on how to educate agents to convert T65 employees into Medicare Plans. Thoroughly understand Warner Pacific contracted carrier plans and be able to quote in SMS or from carrier sites as appropriate. Design, build and conduct Medicare training webinars for brokers. Participate in Medicare project, planning and marketing meetings. Conduct broker training and update meetings including broker round table, WarnerFest, NAHU symposiums and Medicare summits as required. Provide brokers with an appropriate commission structure specific to carrier and type of Medicare plan they contract as needed. Broker outreach to potential and active brokers to increase Medicare sales volume and provide carrier/plan consultative services to brokers to assist with new purchasing decisions. Educate brokers on release processes from carrier/FMO. Provide broker guidance carrier links for appointment process. Follow up post appointment and registration process and train brokers on Lead Advantage. Demonstrate solid understanding of Medicare market factors, carriers, plans, benefits and Medicare guidelines in their market landscape. Direct brokers on how to submit Medicare enrollments and communicate. eligibility requirements, Medicare review/approval process including timing of ID card receipt, etc. and the service contacts and process. Participate in marketing events and exhibits, present Warner Pacific’s Value Add Proposition to actively recruit new Medicare brokers. Coordinate, communicate and educate with the Medicare Pre-Sales Associate to ensure broker messaging and communication is consistent. Develop constructive and cooperative working relationships with sales Consultants, brokers and carriers and maintain them over time. Document leads and communication in Sales Force. Review SMS hierarchy report to determine new brokers and Medicare plans sold Conduct timely follow up on issues in progress. Make note of potential workflow enhancements and communicate with the management. Work with management and marketing to develop appropriate marketing materials Conduct all business activities with a sales acumen and a goal of providing only the soundest purchasing recommendations to brokers. Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance. Ability to identify and maintain the most efficient process to reach required outcome. Provide back up in other areas within the department/company as needed/requested. Other activities as assigned.

Requirements

Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred.
3-5 years of Medicare Sales experience.
California resident.
Valid life/health insurance license in applicable markets and the ability to be licensed in all 50 states if necessary.
Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques.
Knowledge of principles and processes for providing customer service. This includes assessment of customer needs, meeting quality standards for services, and evaluation of customer satisfaction.
Ability to self-start and think/act independently and in concert with co-workers, management and customers.
Exceptional interpersonal skills.
Exceptional written and oral communication, as well as presentation, skills.
Demonstrate ability to maintain and foster positive, open communication channels with internal and external customers, with emphasis on sales force and carrier partners.
Demonstrate ability to effectively negotiate.
Demonstrate ability to think and act independently and to consider all available. avenues to obtain desired results for customers.
Demonstrate ability to remain calm in pressure situations.
Demonstrate ability to multi-task effectively.
Attention to detail is a must.
Ability to work from 8 a.m. until 5 p.m., Monday through Friday, with flexibility to travel as needed.
Computer literacy with proficiency in the Microsoft Office suite.
Ability to sit for extended periods of time, lift a minimum of 5 pounds, file, stand, bend, reach and pull.

Responsibilities

Help establish goals and milestones for individual and Medicare sales team.
Ensure that sales team has all necessary training and tools to perform their duties effectively.
Manage insurance carrier and FMO relationships at all levels within their organizations.
Coordinate with Warner Pacific Operations Manager to establish and improve client services, processes and procedures.
Work to establish and maintain a visible presence in their applicable market.
Strictly adhere to the CMS and Warner Pacific’s marketing and compliance regulations.
Maintain insurance license, AHIP and health plan certifications.
Demonstrate knowledge on the mechanics and differences between Medicare Advantage plans, Part D plans and Medicare Supplements and be able to assist brokers with questions.
Provide guidance to Commercial Sales team on how to educate agents to convert T65 employees into Medicare Plans.
Thoroughly understand Warner Pacific contracted carrier plans and be able to quote in SMS or from carrier sites as appropriate.
Design, build and conduct Medicare training webinars for brokers.
Participate in Medicare project, planning and marketing meetings.
Conduct broker training and update meetings including broker round table, WarnerFest, NAHU symposiums and Medicare summits as required.
Provide brokers with an appropriate commission structure specific to carrier and type of Medicare plan they contract as needed.
Broker outreach to potential and active brokers to increase Medicare sales volume and provide carrier/plan consultative services to brokers to assist with new purchasing decisions.
Educate brokers on release processes from carrier/FMO.
Provide broker guidance carrier links for appointment process.
Follow up post appointment and registration process and train brokers on Lead Advantage.
Demonstrate solid understanding of Medicare market factors, carriers, plans, benefits and Medicare guidelines in their market landscape.
Direct brokers on how to submit Medicare enrollments and communicate. eligibility requirements, Medicare review/approval process including timing of ID card receipt, etc. and the service contacts and process.
Participate in marketing events and exhibits, present Warner Pacific’s Value Add Proposition to actively recruit new Medicare brokers.
Coordinate, communicate and educate with the Medicare Pre-Sales Associate to ensure broker messaging and communication is consistent.
Develop constructive and cooperative working relationships with sales Consultants, brokers and carriers and maintain them over time.
Document leads and communication in Sales Force.
Review SMS hierarchy report to determine new brokers and Medicare plans sold
Conduct timely follow up on issues in progress.
Make note of potential workflow enhancements and communicate with the management.
Work with management and marketing to develop appropriate marketing materials
Conduct all business activities with a sales acumen and a goal of providing only the soundest purchasing recommendations to brokers.
Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.
Ability to identify and maintain the most efficient process to reach required outcome.
Provide back up in other areas within the department/company as needed/requested.
Other activities as assigned.