Acquire, convert, and retain new and existing members through a combination of field based programs, including face to face appointments, retail engagements, provider relationships, centers of influence, referrals, and inbound and outbound calls.
Assess customer needs using consultative, needs based questioning and active listening to recommend appropriate Medicare products and services.
Own the end to end member relationship throughout the year, serving as the primary point of contact for plan, benefit, product, and service inquiries, and resolving product utilization issues.
Accurately document sales activities, call interactions, leads, and center of influence relationships within the hybrid field sales technology platforms.
Achieve sales, quality, retention, and performance goals while adhering to state, federal, and CMS Medicare sales requirements, including secret shopper and quality standards.
Continuously develop sales, product, and system knowledge to support customer acquisition metrics, key performance indicators, and professional growth.

Bachelor’s degree or 1-2 years of experience selling Medicare products, including Medicare Advantage and Medicare Supplement plans.
Ability to obtain a Life and Health insurance license within 60 days of employment start date.
Strong communication, presentation, and listening skills with the ability to perform consultative selling conversations in person and by phone.
Proven ability to build, manage, and grow a book of business in a fast paced, performance driven environment.
Strong problem solving, decision making, and basic mathematical skills without reliance on a calculator.
Regular and reliable attendance, ability to travel locally as required, and willingness to perform additional duties as assigned by leadership.

Field Sales Representative – Medicare

Key skills