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Sales Advisor

3 months ago

Phoenix, United States Chapter Full time
Job DescriptionJob DescriptionWhy We Exist

Every morning, 11,000 Americans wake up and begin their first day of retirement. While retirement should be an exciting, empowering, and fulfilling part of one's life, the reality today is that retirement brings along with it a fundamentally new set of challenges that make it an overwhelming time for many.

At Chapter, we believe that the current infrastructure for retirement is broken, and we're on a mission to fix it. We've started by building industry leading technology to solve the first major obstacle in retirement: navigating Medicare (healthcare coverage for retirees over 65). Our products help seniors sign up, choose an insurance plan, and leverage their plan after they are enrolled. And, unlike most Medicare advisors who only search plans that pay them, Chapter searches every Medicare option nationwide. This allows us to find savings and benefits that others miss.

But our ambition doesn't stop with Medicare — we seek to transform the way that Americans navigate and experience retirement. If this sounds exciting to you, we'd love to speak with you.

Our Commitment

Chapter provides the best Medicare guidance in America by breaking down barriers to information, training best-in-class Advisors, and maintaining continuous community & support.

Other advisors only recommend plans from insurance companies that pay them. Chapter's technology enables its Advisors to search every plan from every carrier at unprecedented levels of detail—to ensure we provide the best recommendation every time.

Every Chapter Advisor is trained to use our proven 3 Ps Method to review each Medicare beneficiary's providers, prescriptions, and priorities—ensuring that every client receives the high-quality healthcare they need and deserve at the best value.

We never stop being there for our members and provide continuous community & support to ensure no one's ever left alone in this exciting chapter of life

How You'll Contribute to our Mission:

Chapter is looking to hire best in class sales advisors to our advisory team. In this role, we impact lives daily by saving our members thousands on out-of-pocket medical costs and ensuring financial stability in what should be the best chapter of their lives. As a medicare expert, you will listen, guide, teach and empathize with our members in their medicare Journey. Our advisors offer concierge-level service with our proprietary technology to guide Retirees into the top coverage for them this year and every year after. This is a full-time role. We are currently offering a $1,500 signing bonus to all new Medicare Advisors who start before July 1st, 2024

About the Role:

In this role, we impact lives daily by saving our members thousands on out-of-pocket medical costs and ensuring financial stability in what should be the best chapter of their lives. As a medicare expert, you will listen, guide, teach and empathize with our members in their medicare Journey. Our advisors offer concierge-level service with our proprietary technology to guide retirees into the top coverage for them this year and every year after. This is a full-time role. We are currently offering a $1,500 signing bonus to all new Medicare Advisors who start before July 22nd, 2024

In this role, you will spend each day advising seniors via phone and email.

You should apply for this position if you are excited to set and achieve ambitious goals. We measure advisor performance based on three things:

1) Customer satisfaction
2) Customer retention
3) Number of customers enrolled

While your compensation will be tied to your performance, it does not vary based on the specific coverage you recommend, even if it is with a carrier that does not pay Chapter.

What You'll Do
  • Assess seniors' Medicare needs with an engaging, natural, and professional demeanor
  • Use Chapter's software to identify plan options for seniors
  • Educate and guide clients into the right insurance coverage for them
  • Provide prompt and efficient service by phone and email
  • Demonstrate strong prioritization skills to effectively manage pipeline and client engagement
About You
  • 2+ years of prior sales experience with proven track record of success in direct sales
  • Strong sense of ownership, self-motivated, driven, and able to work independently as well as fostering a collaborative environment
  • Desire to train and become a licensed insurance agent (Chapter covers all training materials and licensing fees)
  • Able to learn and adapt easily to new technology systems
  • Strong interpersonal skills and distinguished verbal and written communication ability


Benefits and Perks

  • Full medical, dental, and vision, premiums covered at 100% for full-time employees
  • Highly covered premiums for dependent care
  • Remote work environment
  • $500 desk setup subsidy to set-up your unique home office
  • $100/month health and wellness subsidy
  • Benefit from our partnerships with Spring Health (mental health support), Rightway (care navigation), Carrot (fertility support) and OneMedical (concierge and telehealth care) to prioritize your well-being
  • Equity, own what we are building
  • Generous and competitive parental leave for all parents

Our Commitment

Chapter embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.

Chapter will provide any necessary accommodation during the recruitment and selection process to an employee or applicant with a disability.

If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know.