Bilingual Medicare Sales Representative Spanish

Keystone Advisors; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid time off

Generous paid Holidays

Yoga Room

Pickleball courts

Golf Simulator

Doggie Day care

On The Job Training

Job summary

Keystone Advisors is looking for a Licensed Medicare Telesales Representative in Houston, Texas, to help promote our Medicare products. This full-time position comes with bonuses and support from our dedicated team.

Candidates will participate in sales activities, assist clients in finding suitable plans, and maintain the company's compliance standards. If you are passionate about customer service and have a proven sales background, we would love for you to join our fun and engaging work environment.

Qualifications

• Active Group 1- Life and Health Insurance Licenses required.
• 3+ years’ experience in customer service, sales, or healthcare-related industry.
• Strong ability to multi-task with a positive attitude.

Responsibilities

• Answer inbound sales calls for Medicare products.
• Make outbound calls to prospective clients.
• Document interaction details accurately.
• Meet key performance indicators and compliance standards.

Skills

Customer service skills

Sales skills

Knowledge of CRM systems

Communication skills

Multi-tasking ability

Education

High School Diploma

College degree or equivalent work experience

Tools

Microsoft Office Suite

Job description

Licensed Medicare Telesales Representative Onsite

Job Summary

We are seeking licensed Medicare Telesales professionals to play a pivotal role in helping the company achieve our goal of new customer growth while maintaining an exceptional customer experience and setting a new benchmark in the industry. You will be responsible for promoting our Medicare products and services to new potential customers while being supported by the Keystone Advisors team. This is a permanent full‑time position with bonus and commissions.

Company Benefits

• Paid time off, Generous paid Holidays
• Quarterly Company Events
• Open Fun/Friendly Environment / Company Events
• On The Job Training
• Office amenities: Yoga Room, Pickleball courts, Golf Simulator, and Doggie Day care

Qualifications/Requirements

• High School Diploma
• Active Group 1- Life and Health Insurance Licenses
• Maintain CE to ensure active license status
• Clear a State required background check to obtain and maintain license
• Strong knowledge in CRM systems and Microsoft suite products. College degree or equivalent work experience required
• 3+ years’ experience in customer service, sales, or healthcare-related industry
• Clear an employer background check
• High sales conversion rates

Duties & Responsibilities

• Answer inbound sales calls from customers interested in learning about our Medicare products and services
• Make outbound calls to prospective clients and leads
• Discuss and assist customer needs, matching them with the most suitable plan and promotion
• Promote company products on each call
• Handle calls professionally, meeting company regulatory and compliance standards
• Accurately document interaction details
• Meet key performance indicators (sales calls, sales process, call quality, and product selection)
• Stay educated on corporate initiatives, market changes, and process changes
• Other duties as assigned

Knowledge, Skills, Abilities, & Experience

• Self-motivated; upbeat attitude with high energy level
• Excellent customer service skills
• Excellent verbal, written communication, and interpersonal skills
• Empathy and patience
• Ability to multi-task
• Passion to succeed, with a competitive spirit