Sales Agent

Job SummaryAs an inside Medicare sales representative, you will be responsible for selling Medicare products and programs to potential and existing customers over the phone or online. You will also educate and assist customers with their Medicare enrollment and eligibility and provide excellent customer service and support.

Duties and ResponsibilitiesContact and follow up with leads generated by marketing campaigns, referrals, or other sourcesPresent and explain Medicare products and programs, such as Medicare Advantage, Medicare Supplements, Prescription Drug Plans, and Specialty ProductsAssess customer needs and recommend suitable solutions based on their budget, preferences, and health statusAssist customers with the Medicare enrollment process and answer any questions or concerns they may haveMaintain and update customer records and sales activities in the CRM systemMeet or exceed sales goals and performance metricsStay updated on the latest Medicare regulations, policies, and productsAttend regular training sessions and meetingsCall prospective as well as existing clients to review Medicare health insurance plansRepresent leading insurance carriers with strong financial stabilityProvide client with best solution based upon immediate need and budgetary concernsCreate an easy and enjoyable experience for all clients