Sales Associate

The Sales Associate is accountable for sales of Medicare Advantage and Prescription Drug plans. They will build and maintain relationships to increase enrollment and provide an optimal member experience along the way. The Sales Associate will specialize in Medicare Advantage and Prescription Drug Plan sales and become an ally to Medicare beneficiaries. They will identify prospective Medicare-eligible members, conduct formal and informational seminars, explain the features and benefits of Golden Heritage Insurance and enroll prospects into a suitable Medicare Advantage Plan.

ESSENTIAL JOB FUNCTIONS:

• Drive sales of Medicare Advantage and PDP plans and meet sales goals and metrics
• Perform detailed Medicare needs analysis with seniors, including educating them about Medicare, identifying election periods for Medicare, Medicare services, and assisting them through enrolling in (Golden Heritage) suitable Medicare Advantage plan
• Deliver presentations and attend community events to promote Golden Heritage Insurance Agency (GHIA) in assigned territories
• Work together with the Director of Sales to identify synergies, pricing, product, and service strategy
• Collaborate with cross-functional teams to optimize team performance, enhance processes, and understand enterprise capabilities for improvement to drive business sales
• Maintain strong relationships with key stakeholders to drive sales results and ensure satisfaction with our existing solutions
• Engage with potential and existing customers to understand their needs and identify areas of improvement
• Build and maintain relationships throughout the assigned territory in order to promote the contracted Medicare Advantage plans
• Stay up to date on changes in Medicare regulations and industry trends to stay well-informed and equipped to provide accurate information to customers
• Ensure sales activities are in compliance with CMS guidelines and standards
• Performs other job duties as required by manager/supervisor