In-Person Health Benefits Advisor
2 months ago
$1000 Sign On Bonus
Base Salary + Commission+ Renewal Commissions+ Bonuses
As a Benefits Advisor with Local Heritage Benefits, you are a lifeline to your local community. We assist seniors in applying for government-sponsored health insurance (Medicare), state assistance programs (Low-Income Subsidy/Medicare Savings Program), pharmaceutical assistance programs/vouchers, and insurance products that complement or substitute their Medicare benefits. We also assist low-income families and small business owners with insurance benefits via the federal health insurance marketplace. (Made possible by the Affordable Care Act.) In addition to this, we help with life, financial, and retirement insurance solutions.
In a typical work week, you can expect to work up to 12 preset in-home appointments with seniors in the community. You will start your day by reporting to our office located off Rayford Road in the Woodlands, Texas. From there you may be calling leads and booking appointments, organizing your daily route, planning for evening-weekend New-
to-Medicare events in the community, attending company meetings/sales training, or heading out to network for connections with other businesses. We provide leads, training, and marketing materials, but your success is determined 100% by the level of effort you put forth towards your daily prospecting activities.
When you help a client sign up for health insurance, Medicare, or any supplemental product youll earn a commission. This is in addition to your base salary. Youll also receive annual retention commissions for keeping clients on the books. Those are paid monthly and will guarantee annual pay raises based on your production. Unlike other sales jobs, we do not offer or endorse one product. Rather we broker between multiple insurance companies to find the best options for our clients. Often, we can add benefits, lower premiums, and even provide money back to our clients. We promote a win-win approach to our sales processes, ensuring a positive experience for our employees and
the communities we serve.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Mon-Fri Schedule
Hands on Training
Evenings Off
Career Growth Opportunities
Responsibilities
-Meet new business production goals and objectives as established.
-Share training and education knowledge and expertise with team members.
-Thoroughly understand and follow all underwriting, rating and compliance requirements.
-Maintain knowledge of new products and services.
-Prospecting and generating new business through leads & referral sources.
-Be outstanding at relationship building.
-Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies.
-Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
-Grow sales revenue by utilizing phone, email and potential client lists.
-Presents and explains insurance policy options based upon prospective client needs and their personal goals.
-Work independently and as part of a team.
-Stay up-to-date on industry market trends and best practices.
-Attend industry events to network and build relationships.
-Participate in regular team meetings and brainstorming sessions.
-Attend training and continuing education courses.
Requirements
Educational Requirement: No college degree required. Must presently have or be willing to obtain the following licenses/certifications before employment: (Ask about
FREE study materials and licensing reimbursement.)
Experience Required: No prior sales experience is required. No college degree is required. This role is a relationship-building role where you will meet with seniors, low-income families, and disabled individuals. You will also build long-lasting connections
with local food pantries, churches, pharmacies, provider's offices, and more. Those with
experience in the medical field, law enforcement, military, or face-to-face customer service are highly encouraged to apply.
Requirements: Must be willing to meet with clients in their homes, at restaurants, in office settings, via telephone, in public settings, and virtually as necessary. Must be willing to solicit potential customers via telephone, SMS, email, door knocking, working
events, community networking, and other methods as assigned. Must be able to use basic technology including a touch-screen computer, Windows OS, Microsoft Office, and Google Chrome. Must have reliable transportation, a working phone with hotspot
capability, and personal/professional goals with a willingness to learn and advance.
Additional Requirements: If you are contracted with any insurance company presently, you will not be able to start with our company without a full written release from your current organization for each insurance organization. No outside contracts are permitted.
Background/Criminal History: The Texas Department of Insurance will run a background check and conduct fingerprinting when applying for your license. If you are
unable to obtain the licenses and certifications above, owe money to any insurance organization, or have been convicted of any financial crimes you will be ineligible for employment.
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