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Medicare Sales Representative at Keystone Advisors

Role overview

Qualifications

  • Active Group 1 Life and Health Insurance License
  • Maintain CE to ensure active license status
  • 3+ years experience in customer service, sales or healthcare-related industry
  • Proficiency with CRM systems and Microsoft Office suite

Responsibilities

  • Answer inbound sales calls and perform outbound calls to prospective clients and leads
  • Attend field marketing events to generate leads and follow up on event leads
  • Assess customer needs and match suitable Medicare plans and promotions; promote company products on each call
  • Document interaction details accurately and meet key performance indicators and regulatory/compliance standards

About the company

Keystone Advisors logo

Keystone Advisors

Outsourcing & Offshoring

At Keystone Advisors, we believe that progress starts with change. We are an independent insurance brokerage that helps independent agents grow their insurance business while providing comprehensive health insurance solutions to consumers across the United States. We are proud to be women and minority owned and are committed to serving diverse communities and providing a better future for everyone. With our national footprint and headquarters in Houston, Texas, our team of dedicated professionals is here to help you make the right decisions and take the next step towards success. With our expertise and dedication, we are confident that we can make a positive impact on our clients and the industry as a whole. Join us in creating a brighter tomorrow!

Company details

Company typeSME
IndustryOutsourcing & Offshoring
Company size51 - 200

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Job description

***Group 1 Life and Health Insurance License Required***

Job Summary

Keystone is a fast-growing company seeking top talent employees. If you want to be part of a team with a purpose Keystone may be right for you. We are seeking Bilingual licensed Medicare Telesales professionals to have a pivotal role assisting the company achieve our goal of new customer growth while maintaining an exceptional customer experience and setting a new benchmark in the industry. You will be responsible for promoting our products and services to new potential customers while being supported by Keystone Advisors team. This is a permanent full-time position plus bonus & commissions!

Company Benefits

  • Paid time off, Generous paid Holidays
  • Quarter Company Events
  • Open Fun/Friendly Environment / Company Events
  • On The Job Training
  • Office amenities: Yoga Room/Meditation, Pickleball courts, Golf Simulator, and Doggie Day care

Qualifications/Requirements

  • High School Diploma
  • Active Group 1- Life and Health Insurance License Required
    • Maintain CE to ensure active license status
  • Clear a State required background check to obtain and maintain license
  • Strong knowledge in CRM systems and Microsoft suite products. Required a college degree or equivalent work experience
  • 3+ years’ experience in customer service, sales and or healthcare related industry
  • Clear an employer background check
  • High sales conversion rates

Duties & Responsibilities

  • Answer inbound sales calls from customers interested in learning about our products and services
  • Outbound Calls to prospective clients and leads.
  • Attending Field marketing events to attain leads.
  • Following up on leads from events
  • Discussing and assisting customer needs and matching the most suitable plan and promotion
  • Promoting company products on each call
  • Handling calls professionally, meeting company regulatory and compliance standards
  • Accurately documenting interaction details
  • Meeting key performance indicators (sales calls, sales process, call quality, and product selection)
  • Staying educated on corporate initiatives, market changes, and process changes
  • Other duties as assigned

Knowledge, Skills, Abilities, & Experience

  • Self-motivated; upbeat attitude with high energy level
  • Excellent customer service skills
  • Excellent verbal, written communication, and interpersonal skills
  • Empathy and patience
  • Ability to multi-task
  • Passion to succeed, with a competitive spirit

    We are actively hiring sales agents in the following states: Arizona, Florida, Illinois, Louisiana, Pennsylvania, Utah, Texas, New Mexico, and New York. Candidates in these regions are encouraged to apply and join our dynamic sales team, where they will have the opportunity to grow professionally while contributing to our company’s success.

Keystone Advisors Overview

We are experts in the health insurance market with a Top 3 National Ranking. Our team gives their best to match our clients’ needs. We are proud of helping thousands of Americans to find peace of mind and economic stability. Even though many things have changed throughout the decades, one thing remains the same: We are the key to finding the right health plan for our clients and customers. Keystone provides the opportunity for career advancement in Healthcare and Health Insurance Industries. This is a stable industry - recession proof! You may visit https://keystoneadvisors.breezy.hr to view all of our current job openings or search Keystone Advisors at www.keystonema.com.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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