Duties and Responsibilities
- Contact and follow up with leads generated by marketing campaigns, referrals, or other sources
- Present and explain Medicare products and programs, such as Medicare Advantage, Medicare Supplements, Prescription Drug Plans, and Specialty Products
- 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