Now Hiring - Heckman Financial and Insurance Services, Inc. - Service & Medicare Advisor - L & H Licensed in San Jose, CA

Full description of the position

Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm in San Jose, CA is seeking to add a Medicare Advisor to our Team! This Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the Financial Advisor, servicing existing clients, and making active outbound calls to set appointments with prospects. Minimum Requirements: * College degree preferred * 2 + years of Health insurance experience with an emphasis on sales * Life and Health Licensed * Strong organizational, prioritization, interpersonal & management skills * Strong mathematical and analytical skills * Excellent communications skills; both verbal and written * Proficient with MS Office Suite (Outlook, Excel, Word & Power point) * Experience with Redtail/CRM preferred, but not required Position Responsibilities: * Educate clients and sell Medicare or Health Insurance specified to their needs * Previous experience with open enrollment * Develop, manage and retain strong client relationships * Assist main Advisor with meeting individual and team goals * Give reviews to existing clients Key Traits: * Strong initiative * Positive attitude * Ability to market to local clients * Persistence * An entrepreneurial perspective to build client base * Persuasive ability If this is you then go here to submit an inquiry for this position: [please apply online]