Insurance Sales Representative

6 days ago


Charlotte, North Carolina, United States Insight Global Full time
Job Summary

As a seasoned sales professional, you will be responsible for selling Medicare products and programs to potential and existing customers via phone or online platforms. Your primary objective will be to educate and assist customers with their Medicare enrollment and eligibility, while providing exceptional customer service and support.

Duties and Responsibilities
  • Contact and follow up with leads generated by marketing campaigns, referrals, or other sources to identify potential customers.
  • Present and explain Medicare products and programs, such as Medicare Advantage, Medicare Supplements, Prescription Drug Plans, and Specialty Products, to customers.
  • Assess customer needs and recommend suitable solutions based on their budget, preferences, and health status.
  • Assist customers with the Medicare enrollment process and answer any questions or concerns they may have.
  • Maintain and update customer records and sales activities in the CRM system.
  • Meet or exceed sales goals and performance metrics.
  • Stay updated on the latest Medicare regulations, policies, and products.
  • Attend regular training sessions and meetings to enhance your knowledge and skills.
  • Call prospective as well as existing clients to review Medicare health insurance plans and provide personalized recommendations.
  • Represent leading insurance carriers with strong financial stability and provide customers with the best possible solutions.
  • Create a seamless and enjoyable experience for all clients.
Compensation and Benefits

You will be rewarded with a competitive hourly rate of $20, plus commissions. Additionally, you will be eligible for benefit packages, including medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching.

As an employee of Insight Global, you will also be entitled to paid sick leave and/or other paid time off as provided by applicable law.

Requirements
  • Minimum of 1 year sales experience, with an active 2-15 or 2-40 license preferred but not required.
  • Positive attitude, self-motivation, and confidence.
  • Ability to quickly learn and adapt to new situations.
  • Effective verbal communication skills, both in-person and via phone.
  • Personable and professional demeanor.
  • Passion to help others and drive to succeed.
  • High school diploma or equivalent.


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