Entry Level Sales Representative for My Senior Health Plan, engaging clients and setting up appointments. Strong emphasis on sales, customer service, and a passion for helping seniors.
Responsibilities
Make outbound calls and take inbound calls to engage potential clients.
Professionally present My Senior Health Plan’s services and build rapport with (warm) leads.
Create and update client profiles in our CRM and assist with scheduling appointments or live transfers to licensed agents.
Use sales tactics to nurture leads and meet sales targets.
Stay informed about Medicare products and insurance basics.
Consistently meet sales goals and administrative deadlines.
Requirements
Associates degree in Business or related field
Multilingual in Mandarin and/or Cantonese.
Excellent phone presence and communication skills (both verbal and written).
Tech-savvy and capable of managing multiple tasks.
Ability to work in a fast-paced, goal-oriented environment.
Strong interest in the insurance industry is essential.
Willingness to become a licensed sales agent (all materials and training provided by My Senior Health Plan).
Benefits
Health insurance (medical, dental, vision) with 75% employer paid.
Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness).
401(k) plan with matching and profit-sharing.
Paid vacation, sick time, and company holidays, including the week of Christmas.
Positive work environment in the heart of the La Jolla Cove - walk to the ocean on your lunch break!
Paid parking in La Jolla, CA.
Opportunity to pursue certification as a Licensed Medicare Sales Representative, with paid study resources and exam materials.
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