Medicare Advisor

3 months ago

Portland, United States Senior Lifestyle Solutions Company Full time
Description

Position at Senior Lifestyle Solutions

About Our CompanySenior Lifestyle Solutions (SLS) is a full-service, insurance agency that helps senior citizens protect their hard-earned assets and preserve their lifestyle. We service the general population but also partner with the nationwide organization, American Senior Benefits Association, to provide needs-based products to our clients.

SLS provides quality Life & Health Insurance products, Asset Protection programs, and Senior Consulting programs. Whether our clients need a Medicare Supplement or an Advantage Plan, Long Term Care planning, Life Insurance, Annuities, Medicaid help, or Income and Future Planning, we have access to a wide selection of programs to meet their needs.
What Does a Medicare Sales Representative Do?

A Medicare Sales Representative focuses on helping people who are eligible for Medicare find a plan that meets their needs and aids them with the enrollment process. Your responsibilities include working with seniors to determine their eligibility for Medicare benefits. You also work with other groups, such as those with disabilities, to determine if they qualify for Medicare and to choose a healthcare plan that meets their needs. You perform your sales duties following the Centers for Medicare and Medicaid Services (CMS) Medicare marketing guidelines.

Your Day-to-Day:
  • Our exclusive marketing initiative provides you with qualified leads at no cost allowing you to spend your time where your passion is - meeting with prospective clients.
  • Our Lead Program pinpoints the areas where plans are most competitive which gives you the advantage to enroll more clients.
  • You sell need-based products to help clients choose benefits to secure their financial future.
  • Meet with seniors one on one and facilitate exceptional client relationships which are the lifeblood of our company.
  • Meet in homes, virtually online, in community centers, senior and retirement centers, and by telephone to help explain the benefits of their current plans and policies and find solutions to their needs.
  • Engage in our comprehensive ongoing training which sets you up for continued success as an insurance producer.
Compensation:
  • Performance-based compensation (monthly stipend depends on experience) that includes commissions and residual income with lifetime vesting. No commission cap. Avg 1st Year Earnings - $75k to $90k, for 1st Year Top Producers $120k to $140k.
  • Potential to earn quarterly incentives/bonuses based on production.
Qualifications (required):
  • Medicare Advantage experience is a must.
  • Active Arizona Life and Health Insurance License and AHIP Certification.
  • 2+ years related work experience - Medicare and/or Medicaid sales experience.
  • E&O insurance will be required upon contracting.
Other Qualifications To Help You Stand Out:
  • Motivated self-starter, with excellent time management and organization skills
  • Demonstrated ability to establish professional relationships within community, leaders, non-profit organizations, providers.
  • Prior community outreach and/or marketing experience.
  • Salesforce and Sunfire Matrix proficient. Tech savvy with Zoom and all Microsoft products.
  • Knowledge of Medicare supplement and PDP products.
  • Have established book of business within sales territory.
  • Entrepreneurial spirit, results-oriented, driven self-starter.
  • Motivated, positive team builder with exceptional interpersonal skills.
  • A commitment to excellence in all that you do.
Why Join Our Team?
  • Our portfolio features a broad range of plans to fit the needs of a variety of clients, budgets, and lifestyles.
  • We have a proven lead system that will keep you busy all year long, not just during Medicare season of AEP and OEP. There is no cost for leads, no administrative fees, and no cost of training.
  • Flexibility. Set your own schedule and customer meetings.
  • Comprehensive onboarding, initial training, and ongoing support.
  • Paired with an Agent Development Consultant to lend additional support (in addition to your manager).
  • Our company is growing rapidly with room for advancement.
  • True team-oriented sales group which provides you devoted resources and the ability to develop close relationships among your peers.

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