Make outbound calls (warm leads provided to you) and take inbound calls to engage clients.
Professionally present My Senior Health Plan’s services and build rapport with our provided leads.
Create and update client profiles in our CRM.
Assist with scheduling appointments or live transfers to licensed agents during initial training.
Use sales tactics to nurture leads and meet or exceed sales targets.
Stay informed about Medicare products and insurance basics.
Consistently meet sales and administrative deadlines.
Requirements
Associates degree in Business or related field.
Bilingual in Mandarin and/or Cantonese.
Excellent phone presence and communication skills (both verbal and written).
Tech-savvy and capable of managing multiple tasks.
Strong interest in the insurance industry is essential.
Willingness and ability to become a licensed sales agent (all materials and training provided by My Senior Health Plan).
Benefits
Health insurance (medical, dental, vision) with 75% employer paid.
401(k) plan with matching (up to 4%) and profit-sharing (5-10% of salary).
Paid vacation (5 business days in year 1, 10 business days in year 2, 15 business days in year 3+).
Paid sick time (5 business days) and company holidays.
Positive work environment.
Opportunity to pursue certification as a Licensed Medicare Sales Representative, with paid study resources and exam materials provided by My Senior Health Plan.
Robust training program that sets you up for success.