Licensed Health Insurance Agent

MyPlanAdvocate

6d•$20•Remote

About The Position

Become a trusted guide for seniors—at our core, 'We Improve Lives' and have fun doing it! 🤝✨ Join Our Mission! At MyPlanAdvocate, we're on a mission to transform lives through our unwavering commitment to our customers and employees. Our work doesn't just matter; it has a profound and lasting impact on the lives of those we serve, especially an often-overlooked population who've paved the way for us. Come be a part of our team and help us create meaningful change in the lives of others. We are seeking Licensed Health Insurance Agents We are seeking a driven and passionate Licensed Health Insurance Sales Agents to join our dynamic team. In this role, you will be responsible for guiding prospective customers through various health insurance options, enrolling them in suitable plans, and ensuring a high level of service and satisfaction. This position requires strong communication skills, the ability to meet or exceed sales goals, and a commitment to compliance with CMS guidelines.

Requirements

Active and valid resident health insurance license.
Minimum of 2 years of Medicare Sales experience.
High school diploma or GED.
Excellent communication and interpersonal skills with the ability to build rapport with customers.
Strong sales and negotiation skills, with the ability to identify and address customer concerns effectively.
Ability to work independently and as a team and manage time effectively to meet deadlines and achieve sales targets.
Proficient in using Microsoft Office applications and web browsing tools.
Internet Speed: Minimum 80 mpbs download and minimum 20 mbps upload.
Ability to pass a pre-employment background check and monthly OIG checks.
Hours: Must be flexible to work between the hours of 9:00 AM EST and 9:00 PM EST, including some weekends, and extended hours may be required during the Annual Enrollment period, October 15th to December 7th.
Ability to keep all company-sensitive data secure.
Required to have a dedicated work area established that is separated from other living areas and provides information privately without disruption.
Must live in a location that can receive a high-speed internet connection or leverage an existing high-speed internet service.

Nice To Haves

Bilingual (English and Spanish) is a plus.

Responsibilities

Consistently submit quality applications that effectuate, contribute to accretive growth, and maintain 90-day retention.
Receive inbound calls from customers seeking information and guidance on health insurance options for the states you are licensed in.
Engage in outbound sales calls to reach potential customers and introduce them to a variety of health insurance plans.
Assess customer needs and recommend suitable health insurance plans based on their individual requirements and preferences.
Enroll prospects in selected health insurance plans, ensuring a seamless and efficient enrollment process.
Effectively quote, present, and close sales, demonstrating strong communication skills and the ability to overcome objections.
Maintain consistent follow-up with prospects by making outbound calls to provide updates, address concerns, and close pending sales opportunities.
Prioritize customer satisfaction by providing exceptional service, addressing inquiries promptly, and resolving issues efficiently.
Receive and adhere to coaching from sales leadership.
Comply with CMS standards while also understanding and adhering to CMS standards.
Achieve daily, weekly, monthly, and annual sales and productivity goals.
Maintain accurate customer records in the CRM system, providing concise summaries of interactions.
Demonstrate proficiency in using desktop computers, including Office applications such as Microsoft O365, web browsing tools, and other company software.
Perform additional duties as assigned by the Sales Manager.