Medicare Sales Representative

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Wider Circle

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Healthcare Insurance • Community

Wider Circle is a neighborhood-based health organization that aims to empower community members to lead happier and healthier lives. By partnering with health plans and physician groups, the company offers engaging and educational programs both in-person and virtually. These programs are designed for members who share similar interests and life experiences, creating a social group with the purpose of improving access to care within a trusted community network. Wider Circle connects residents in a neighborhood to support each other's health and well-being, offering help with tasks such as scheduling doctor’s appointments and accessing food resources, thereby revitalizing the sense of community care. The company collaborates with national and regional Medicare Advantage plans and Managed Care Organizations.

11 - 50 employees

⚕️ Healthcare Insurance

💰 $38M Series B on 2021-09

📋 Description

• Manage the full prospective beneficiary cycle, including lead generation, relationship building, securing the Scope of Appointment, presenting product options, converting sales, and nurturing long-term relationships with Medicare beneficiaries. • Meet daily outbound call goals to engage prospective beneficiaries, assess their eligibility, determine their needs, and secure the Scope of Appointment. • Use a consultative sales approach to provide personalized plan presentations, address challenges, and close sales over the phone, ensuring beneficiaries feel confident in their choices. • Educate prospective beneficiaries on Medicare options, guide them through the enrollment process, and answer product or service-related questions professionally and promptly. • Develop and secure partnerships with community organizations and providers to create new opportunities for membership growth, reflecting our commitment to LOVE our communities. • Participate in daily and weekly team meetings to report on individual production and team progress. • Maintain accurate and up-to-date reports on business activities, productivity, forecasting, and sales analysis, supporting your professional GROWTH within the organization. • Stay informed about competitors and market trends to ensure you’re offering beneficiaries the most relevant and competitive solutions, continuing to LEARN and adapt in an evolving market.

🎯 Requirements

• ● Minimum two (2) years of successful Medicare telesales, telemarketing, or customer service experience in a call center setting with a background in Medicare products. • ● Ability to work as an independent self-starter part of a team • ● Bi-lingual in Spanish, Khmer, Creole, Mandarin, Arabic, or other languages • ● Proficiency in effective verbal and written communication skills • ● Effective computer and application knowledge of Client Relationship Management systems like Salesforce, Hubspot, Health plan portals, Google Workspace, and Microsoft Office suite Microsoft Word. • ● Be a captive agent • ● Current knowledge of CMS regulations related to marketing, benefits, enrollment and other guidelines as governed by regulatory agencies. • **Preferred**: • ● Bachelor's degree in marketing, finance, business administration • ● Product and Benefit training and/or other CMS required courses

🏖️ Benefits

• Performance-based incentive bonuses • Opportunity to grow with the company • Comprehensive health coverage, including medical, dental, and vision • 401(k) Plan • Paid Time Off • Employee Assistance Program • Health Care FSA • Dependent Care FSA • Health Savings Account • Voluntary Disability Benefits • Basic Life and AD&D Insurance • Adoption Assistance Program • Training and Development