Account Executive developing sales strategies for Clara's fintech solutions in the Brazilian market. Engaging with tech companies and finance leaders to enhance corporate spending processes.
About the role
- Medicare Sales Representative helping customers with healthcare plans at Keystone. Responsible for inbound and outbound sales calls, and maintaining high customer satisfaction standards.
Responsibilities
- Answer inbound sales calls from customers interested in learning about our products and services
- Outbound Calls to prospective clients and leads.
- Attending Field marketing events to attain leads.
- Following up on leads from events
- Discussing and assisting customer needs and matching the most suitable plan and promotion
- Promoting company products on each call
- Handling calls professionally, meeting company regulatory and compliance standards
- Accurately documenting interaction details
- Meeting key performance indicators (sales calls, sales process, call quality, and product selection)
- Staying educated on corporate initiatives, market changes, and process changes
- Other duties as assigned
Requirements
- High School Diploma
- Active Group 1- Life and Health Insurance License Required
- Maintain CE to ensure active license status
- Clear a State required background check to obtain and maintain license
- Strong knowledge in CRM systems and Microsoft suite products
- Required a college degree or equivalent work experience
- 3+ years’ experience in customer service, sales and or healthcare related industry
- Clear an employer background check
- High sales conversion rates
Benefits
- Paid time off
- Generous paid Holidays
- Quarter Company Events
- Open Fun/Friendly Environment
- Company Events
- On The Job Training
- Office amenities: Yoga Room/Meditation, Pickleball courts, Golf Simulator, and Doggie Day care
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