Advisor (Weekends)

3 weeks ago


Cincinnati OH, United States RetireMed Full time

As the first point of contact for consumer prospects seeking Medicare or Marketplace advice, the PA will play a crucial role in building rapport and converting leads into lifelong Medicare clients. This full-time, hourly, non-exempt position requires a candidate with exceptional communication skills, a positive attitude, and the ability to thrive in a fast-paced environment. Employment is contingent upon successfully passing the Ohio State health insurance licensing exam. Paid training for the exam will be provided, and the cost of the test will be covered. Follow Centers for Medicare and Medicaid Services and RetireMed compliance rules, policies, procedures and programs. Effectively engage, educate, and nurture leads to assess their needs, providing clear timelines, roadmaps, and appropriate follow-up assistance. Be active in the New Business inbound and outbound phone queues, explaining and enrolling leads in the RetireMed Program. Schedule lead appointments with Benefit Advisors for in-person, phone, or video-conference meetings via various communication channels. Act as a trusted advisor for leads seeking Medicare expertise, responding promptly to inquiries from various sources. Manage a prospect/lead pipeline and sales activity using a CRM database. Collect, complete, and accurately update all critical CRM data fields in a detailed, timely manner. Positive attitude, team player, adaptable, flexible, and embraces change. Strong phone skills, including active listening and the ability to adapt/respond to different types of individuals. Good working knowledge of MS Office and the Internet; Quick learner with the ability to navigate CRM and other company tools and resources. Availability to work evenings and weekends as scheduled. Preferred: Carrier, product, and Medicare knowledge.



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