Licensed Senior Benefits Sales Agent

Job Description:

We are seeking an experienced and motivated Licensed Senior Benefits Sales Agent to join our dynamic team. In this role, you will be responsible for providing Medicare beneficiaries with tailored insurance products, including Medicare Advantage plans, Prescription Drug plans, and other senior health benefits. You will engage with prospective clients, assess their needs, and help them make informed decisions to enhance their healthcare coverage. The ideal candidate will have a strong understanding of senior health benefits, exceptional communication skills, and a passion for helping clients navigate the complexities of Medicare.

Key Responsibilities:

• Sales and Enrollment: Actively generate sales by educating seniors on available benefits and insurance options. Assist clients with the enrollment process, ensuring that they understand their options and make the best decisions based on their needs.
• Client Needs Assessment: Conduct thorough assessments of client needs by listening actively and asking the right questions. Offer personalized recommendations based on individual healthcare requirements and financial situations.
• Product Knowledge: Stay up-to-date on Medicare programs, healthcare trends, insurance policies, and changes in legislation that impact senior benefits. Provide clients with clear and accurate information on plan options, benefits, and costs.
• Lead Generation and Prospecting: Utilize various methods to identify and generate new leads, including referrals, networking, and leveraging company marketing materials. Build and maintain a pipeline of potential clients.
• Customer Retention: Develop and maintain long-term relationships with clients. Provide exceptional customer service, including answering questions, resolving issues, and providing ongoing support throughout the year.
• Compliance and Documentation: Ensure all sales activities comply with federal, state, and company guidelines. Complete necessary paperwork and ensure accurate record-keeping for each client transaction.
• Team Collaboration: Work closely with the sales team and leadership to meet individual and team sales targets. Participate in ongoing training and team meetings to share insights, successes, and challenges.

Qualifications:

• Licensing: Must be a licensed insurance agent with a valid Life & Health Insurance license in Michigan.
• Experience: Minimum of 2 years of experience in senior benefits sales, including knowledge of Medicare Advantage, Prescription Drug Plans, and other health-related benefits. Experience in working with seniors is highly preferred.

Skills:

• Excellent communication, sales, and negotiation skills.
• Ability to explain complex health insurance plans in an easy-to-understand manner.
• Strong interpersonal skills with the ability to build trust and rapport with senior clients.
• Self-motivated with a goal-oriented mindset.
• Ability to manage a high volume of leads and clients effectively.

Technology Proficiency: Comfortable using CRM software, Microsoft Office Suite, and other sales-related tools.

Education: High School diploma or equivalent; a Bachelor’s degree in business, marketing, or a related field is a plus.

Benefits:

• Competitive base salary plus commission/bonus structure
• Employer-paid health insurance
• Paid time off (PTO)
• Ongoing training and professional development opportunities
• Flexible working hours

If you're a motivated and compassionate sales professional with a passion for helping seniors navigate their healthcare options, we'd love to hear from you. Apply today to join our dedicated team and make a positive impact in the lives of seniors!

Equal Opportunity Employer: We are an equal-opportunity employer committed to diversity and inclusion in the workplace. We encourage all qualified individuals to apply.