Now Hiring - Insurance Sales Consultant in Cincinnati, OH

eneral Position Description

The Benefit Advisor - Sales Consultant (BA) is a sales consultant position whose primary function is to enroll consumer prospects (leads) onto Medicare plans. The BA works with the Program Advisor team to introduce leads to the RetireMed Program while uncovering the path for a seamless and engaging lead-to-client conversion. Leads that contact RetireMed are qualified by the Program Advisors and scheduled when it is determined appropriate to meet with a BA (no cold calling). This position is required to manage and organize a sales pipeline using a CRM database, maintain continuous and meaningful contact with each lead, and foster relationships within their book of business in order to generate an ongoing abundant referral stream.

The Benefit Advisor-Sales Consultant is a full-time, professional inside sales and professional role. It is an exempt position, with a base salary and commission compensation plan, with bonus opportunities. New employee pre-licensing class begins March 6, 2023.

Primary Job Responsibilities

• Follow all Medicare, CMS and RetireMed compliance rules, procedures, security measures etc.
• Maintain Ohio Insurance License
• Achieve quarterly sales targets through enrolling leads on various Medicare plans and related ancillary products
• Engage and educate leads about Medicare and tailor the strongest plan options for their specific situation
• Present plan options and close sales while overcoming objections
• Act as a trusted advisor and guide the lead through each step of their transition to Medicare enrollment
• Explain the RetireMed Program, including Lifelong Support
• Conduct face-to-face, ZOOM, and telephonic appointments with leads in a professional and courteous manner
• Proactively manage and organize sales pipeline by following up within a set timeframe on all assigned leads including voicemails and emails
• New employee pre-licensing class begins March 6, 2023.
• Generate referral leads through personal objective channels (direct phone, email, and URL landing page)
• Submit weekly sales, referral and pipeline productivity summary to the Manager of Consumer Sales
• Ensure all documentation and enrollment forms are complete and submitted in a timely, efficient manner
• Fully complete and/or update all critical CRM data entry (doctors, prescriptions, target and projected Medicare effective dates) accurately and in a detailed, timely manner to ensure proper pipeline organization
• Document all conversations, activities, etc. in CRM
• Remain current on all training, licensing, certifications, appointments, carrier and product knowledge
• Follow all Medicare, CMS and RetireMed compliance rules, procedures, security measures etc.
• Serve as a RetireMed ambassador internally and externally, displaying our core values of integrity, family, teamwork, knowledge and communication

Education, Skills and Experience Requirements

• Bachelor’s Degree in business or related field
• Sales orientation with proven closing skills; prior experience is preferred
• New employee pre-licensing class begins March 6, 2023.
• Accountability for achieving both quarterly sales targets and other business objectives
• Strong professional verbal/written communication and phone skills
• Dynamic people, relational and organizational skills
• Professional demeanor, positive attitude and team player; embraces change
• Strong analytical, problem solving, critical thinking and time management skills; able to multi-task
• Self-motivated and takes initiative appropriate for the role
• Good working knowledge of Microsoft Office, internet
• Able to quickly learn and navigate CRM and other company tools and resources
• Obtain and maintain state Health Insurance licensure (company-paid, will be required after hiring)

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Mileage reimbursement
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• Day shift
• Evening shift
• Monday to Friday
• Weekend availability

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to commute/relocate:

• Cincinnati, OH 45242: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• This role requires an FBI, BCI and other background checks.

Education:

• High school or equivalent (Preferred)

Experience:

• insurance sales: 2 years (Preferred)

License/Certification:

• Ohio Insurance License (Preferred)

Work Location: One location