Medicare Sales Representative

Jobtailor; California (MO); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking a Medicare telesales professional to manage the full beneficiary cycle including lead generation, enrollment, and relationship management. The role involves travel across Los Angeles and Orange County and a consultative sales approach to close sales by phone or in person, supported by CRM tools.

The ideal candidate has at least two years in Medicare telesales, strong CMS knowledge, and a Bachelor’s degree in marketing, finance, or business administration.

Qualifications

• Minimum two years of Medicare telesales, telemarketing, or customer service experience in a call center with Medicare product background.
• Ability to travel throughout the service area
• Independent self-starter and team player
• Effective verbal and written communication skills
• CRM proficiency with Salesforce and HubSpot
• Knowledge of CMS regulations related to marketing, benefits, enrollment
• Bachelor's degree in marketing, finance, or business administration
• CMS-required courses and product/benefits training

Responsibilities

• Manage the entire prospective Medicare beneficiary cycle, including lead generation, relationship building, obtaining the Scope of Appointment, product presentations, sales conversion, and beneficiary relationship management
• Complete daily outbound calls to prospective beneficiaries to assess interest and eligibility and secure the Scope of Appointment
• Visit provider clinics in Los Angeles and Orange County to meet with beneficiaries
• Use a consultative sales approach to determine needs, present plans, handle obstacles, and close sales by phone or in person
• Educate prospective beneficiaries and complete enrollment applications
• Answer product and service questions professionally and promptly
• Develop sites and secure organizations for community and provider-based sales and marketing activities that create membership growth opportunities
• Attend daily and weekly team meetings and report production
• Maintain reports on business activities, productivity, forecasting, and sales analysis
• Maintain strong familiarity with competitors and the overall market environment
• Perform related duties as assigned

Skills

Medicare telesales

Consultative sales

CRM proficiency

CMS regulations knowledge

Effective communication

Education

Bachelor's degree in marketing, finance, or business administration

Tools

Salesforce

HubSpot

Google Workspace

Microsoft Office

Job description

• Manage the entire prospective Medicare beneficiary cycle, including lead generation, relationship building, obtaining the Scope of Appointment, product presentations, sales conversion, and beneficiary relationship management
• Complete daily outbound calls to prospective beneficiaries to assess interest and eligibility and secure the Scope of Appointment
• Visit provider clinics in Los Angeles and Orange County to meet with beneficiaries
• Use a consultative sales approach to determine needs, present plans, handle obstacles, and close sales by phone or in person
• Educate prospective beneficiaries and complete enrollment applications
• Answer product and service questions professionally and promptly
• Develop sites and secure organizations for community and provider-based sales and marketing activities that create membership growth opportunities
• Attend daily and weekly team meetings and report production
• Maintain reports on business activities, productivity, forecasting, and sales analysis
• Maintain strong familiarity with competitors and the overall market environment
• Perform related duties as assigned

Requirements

• Minimum two (2) years of successful Medicare telesales, telemarketing, or customer service experience in a call center setting with a background in Medicare products
• Ability to travel throughout the organization's service area
• Ability to work as an independent self-starter and as part of a team
• Effective verbal and written communication skills
• Proficiency with CRM systems such as Salesforce and HubSpot
• Knowledge of health plan portals, Google Workspace, and Microsoft Office, including Microsoft Word
• Be a captive agent
• Current knowledge of CMS regulations related to marketing, benefits, enrollment, and other regulatory guidelines
• Bachelor's degree in marketing, finance, or business administration
• Product and Benefits training and/or other CMS-required courses

Core Competencies

Demonstrates expertise in Medicare telesales and customer service, with a strong focus on relationship management, consultative sales techniques, and compliance with CMS regulations. Proficient in utilizing CRM systems and maintaining productivity reports to drive membership growth.

Highest-signal resume keywords

• Medicare Telesales Experience
• Consultative Sales Approach
• CRM Proficiency (Salesforce, HubSpot)
• CMS Regulations Knowledge
• Bachelor's Degree in Marketing, Finance, or Business Administration

ATS Optimization Keywords

Hard Skills

• Lead Generation
• Sales Conversion
• Enrollment Applications
• Sales Analysis
• Product Presentations

Soft Skills

• Effective Communication
• Relationship Building
• Self-Starter
• Team Collaboration

Certifications & Qualifications

• Product and Benefits Training
• CMS-Required Courses

Industry Keywords

• Medicare Products
• Scope of Appointment
• Beneficiary Relationship Management
• Market Environment Knowledge

Tools & Technologies

• CRM Systems
• Google Workspace
• Microsoft Office
• Health Plan Portals