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 Qualifications: High school diploma or GED required. Bachelor's degree preferred CA Insurance License required or obtain a license within 30 days of hire Valid CA driver license Minimum of 2 years of sales experience in the healthcare industry Medicare product sales experience highly preferred In-depth knowledge of Medicare market, including regulations, plan options, and sales processes, competitive landscape, and market trends Results-oriented mindset with a track record of achieving sales targets Demonstrated success in achieving sales targets and driving growth in a competitive market Ability and willingness to travel as needed to support sales activities Ability to communicate effectively at all levels internally and externally, as well as in-person and virtually Excellent written and verbal communication skills. Strong presentation skills with the ability to present for an extended period of time Language: Must be able to fluently speak, read and write English. Fluent in Chinese (Cantonese and/or Mandarin), Vietnamese, Spanish preferred Fluency in other languages is an asset. Status: This is an FLSA Exempt position. This is not an OSHA high-risk position.
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 Qualifications: High school diploma or GED required. Bachelor's degree preferred CA Insurance License required or obtain a license within 30 days of hire Valid CA driver license Minimum of 2 years of sales experience in the healthcare industry Medicare product sales experience highly preferred In-depth knowledge of Medicare market, including regulations, plan options, and sales processes, competitive landscape, and market trends Results-oriented mindset with a track record of achieving sales targets Demonstrated success in achieving sales targets and driving growth in a competitive market Ability and willingness to travel as needed to support sales activities Ability to communicate effectively at all levels internally and externally, as well as in-person and virtually Excellent written and verbal communication skills. Strong presentation skills with the ability to present for an extended period of time Language: Must be able to fluently speak, read and write English. Fluent in Chinese (Cantonese and/or Mandarin), Vietnamese, Spanish preferred Fluency in other languages is an asset. Status: This is an FLSA Exempt position. This is not an OSHA high-risk position.