Handle inbound and outbound calls to prospective clients, creating a friendly and inviting atmosphere to discuss Aetna’s Medicare plans.
Clearly explain Medicare options, benefits, and enrollment processes, ensuring clients feel informed and confident in their choices.
Take the time to understand each client’s unique needs and adapt your approach to provide tailored solutions.
Foster trust and rapport with clients through your outgoing personality and cooperative attitude.
Keep track of leads and follow up promptly, ensuring no opportunity is missed while maintaining accurate records of interactions.

Minimum of 1 year of successful outbound dialing sales experience in the Medicare industry
Passion for helping others and a commitment to excellent customer service.
Strong verbal communication skills, with the ability to convey complex information clearly and effectively.
Build rapport with clients, understanding their needs and providing tailored solutions.
Stay updated on Medicare products, services, and industry trends.
Proficient in Microsoft Windows environment and multiple CRM software systems.
Self-motivated with a powerful desire to succeed and achieve high performance.
Ability to thrive in a dynamic and fast-paced work environment while maintaining attention to detail.
Flexibility to adjust strategies based on client needs and feedback.
Valid Resident State Health Insurance (Required)
Continuing Education (CEs) are up to date (Required)

Licensed Insurance Sales Agent – BPO

Key skills