Sales Consultant guiding clients in important insurance decisions and building relationships at American Family Insurance. Providing tailored solutions and pursuing new business opportunities while fostering trust and integrity.
MP
Onsite Entry Level Sales Representative, Bilingual English/Mandarin, Cantonese
Posted 4 days ago
About the role
- Entry Level Sales Representative engaging potential clients and presenting Medicare services in La Jolla, California. Manage client profiles and nurture leads through effective communication and sales tactics.
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.
- 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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