Medicare and Individual Sales Consultant - TexasWarner Pacific
The Individual and Medicare Sales Consultant is responsible for achieving sales goals for both Medicare and Individual. The Medicare Sales responsibilities will be accomplished through the acquisition of Medicare broker appointments and certifications using effective sales techniques to engage and support Medicare insurance brokers. Under minimal supervision, the Medicare and Individual Sales Consultant primary duties may include:
The Medicare and Individual Sales Consultant makes independent decisions within Warner Pacific, broker, CMS, SMS, and carrier guidelines and procedures relative to Medicare, as well as modifications to existing business.
Overview of Responsibilities
Help establish goals and milestones for individual and Medicare sales team. Ensure that sales team has all necessary training and tools to perform their duties effectively. Manage insurance carrier and FMO relationships at all levels within their organizations. Coordinate with Warner Pacific Operations Manager to establish and improve client services, processes, and procedures. Work to establish and maintain a visible presence in their applicable market. Strictly adhere to the CMS and Warner Pacific's marketing and compliance regulations. Maintain insurance license, AHIP, and health plan certifications. Demonstrate knowledge on the mechanics and differences between Medicare Advantage plans, Part D plans, and Medicare Supplements and be able to assist brokers with questions. Provide guidance to Commercial Sales team on how to educate agents to convert T65 employees into Medicare Plans. Thoroughly understand Warner Pacific contracted carrier plans and be able to quote in SMS or from carrier sites as appropriate. Design, build, and conduct Medicare training webinars for brokers. Participate in Medicare project, planning, and marketing meetings. Conduct broker training and update meetings including broker round table, WarnerFest, NAHU symposiums, and Medicare summits as required. Provide brokers with an appropriate commission structure specific to carrier and type of Medicare plan they contract as needed. Broker outreach to potential and active brokers to increase Medicare sales volume and provide carrier/plan consultative services to brokers to assist with new purchasing decisions. Educate brokers on release processes from carrier/FMO. Provide broker guidance carrier links for appointment process. Follow up post appointment and registration process and train brokers on Lead Advantage. Demonstrate solid understanding of Medicare market factors, carriers, plans, benefits, and Medicare guidelines in their market landscape. Direct brokers on how to submit Medicare enrollments and communicate eligibility requirements, Medicare review/approval process, including timing of ID card receipt, etc., and the service contacts and process. Participate in marketing events and exhibits, present Warner Pacific's Value Add Proposition to actively recruit new Medicare brokers. Coordinate, communicate, and educate with the Medicare Pre-Sales Associate to ensure broker messaging and communication is consistent. Develop constructive and cooperative working relationships with sales Consultants, brokers, and carriers and maintain them over time. Document leads and communication in Sales Force. Review SMS hierarchy report to determine new brokers and Medicare plans sold. Conduct timely follow up on issues in progress. Make note of potential workflow enhancements and communicate with the management. Work with management and marketing to develop appropriate marketing materials. Conduct all business activities with a sales acumen and a goal of providing only the soundest purchasing recommendations to brokers. Demonstrate consistent, outstanding judgment, honesty, and integrity in all aspects of job performance. Ability to identify and maintain the most efficient process to reach required outcome. Provide backup in other areas within the department/company as needed/requested. Other activities as assigned.
Additional Skills and Requirements
Minimum of a high school diploma, GED, or equivalent; advanced education or degree preferred. 3-5 years of Medicare Sales experience. Must reside in Texas. Valid life/health insurance license in applicable markets and the ability to be licensed in all 50 states if necessary. Knowledge of principles and methods for showing, promoting, and selling products or services, including marketing strategy and tactics, product demonstration, sales techniques. Knowledge of principles and processes for providing customer service, including assessment of customer needs, meeting quality standards for services, and evaluation of customer satisfaction. Ability to self-start and think/act independently and in concert with co-workers, management, and customers. Exceptional interpersonal skills. Exceptional written and oral communication, as well as presentation skills. Demonstrate ability to maintain and foster positive, open communication channels with internal and external customers, with emphasis on sales force and carrier partners. Demonstrate ability to effectively negotiate. Demonstrate ability to think and act independently and to consider all available avenues to obtain desired results for customers. Demonstrate ability to remain calm in pressure situations. Demonstrate ability to multi-task effectively. Attention to detail is a must. Ability to work from 8 a.m. until 5 p.m., Monday through Friday, with flexibility to travel as needed. Computer literacy with proficiency in the Microsoft Office suite. Ability to sit for extended periods of time, lift a minimum of 5 pounds, file, stand, bend, reach, and pull.
Compensation
Salary Range: $71,250 - $95,000 annually, plus bonus. Actual compensation may vary from posting based on work experience, education, and/or skill level. The salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our responsibilities, please apply! We look forward to hearing from you!