Licensed Medicare Benefit Advisor
Job Summary
The Licensed Medicare Benefit Advisor provides professional, consultative sales support for Medicare plans to retired seniors. This remote role involves receiving inbound calls and conducting outbound sales campaigns to enroll prospects based on their specific health insurance needs. Candidates must hold an active Life and Health General Lines License in their state of residence.
Responsibilities
- Consult seniors on Medicare/Life/Health plans
- Handle inbound and outbound sales calls
- Meet daily/weekly/monthly sales targets
- Document interactions in CRM
- Close sales and follow up on leads
Required Skills
- Active Life & Health General Lines License
- 1+ year of sales experience
- Proficiency with CRM and computer systems
- Strong communication and consultative skills
- Ability to work independently in a remote setting
Job Details
Job Description:
Must currently hold an active Life and Health General Lines License in your state of residence.
The AHB Benefit Advisor is responsible for driving Medicare Sales through professional and consultative selling on plan options in prospect areas while in an inside sales environment. Additionally, Benefit Advisors may have some opportunity with some IFP (Individual & Family plans) and Ancillary Product Sales through consultative selling on plan options.
Key Responsibilities:
- Receives inbound calls from customers who have questions on health insurance options in 20-50 states.
- Assists with escalated customer issues.
- Provides a positive customer experience with excellent customer satisfaction.
- Meets sales and productivity goals on a daily, weekly, monthly and annual basis.
- Updates customer file in CRM with summary of interaction.
- Maintains responsibility to act as a member of the management team to facilitate call center opening/closing procedures as needed for Aspire Carrier Team.
- Makes outbound sales calls on a variety of sales campaigns.
- Recommends plans and enrolls prospects based on the customer's needs.
- Quotes, presents, and closes sales while overcoming objections.
- Follows up on 'book of business' on a consistent basis by making outbound follow up calls to prospects.
Essential Duties:
- Consult and educate seniors 65 years of age and older on the best Medicare Life and Health Plans that would best suit their needs.
- Consultations and enrollments are completed over the phone.
- No prospecting required; leads are provided.
- Answer calls from customers who have questions on health insurance options.
Job Requirements:
- At least 1 year of sales or related experience preferred.
- Excellent work ethic and adherence to work schedule.
- Ability to work independently and hold yourself accountable for your performance.
- Able to navigate multiple computer programs at one time.
- Reliable internet with plug-in ethernet/network cable and a dedicated workspace in your home.