SALES ASSOCIATE

North East Medical Services; San Jose (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Golden Heritage Insurance Agency in California seeks a Sales Associate to drive enrollment in Medicare Advantage and PDP plans, building relationships with seniors and guiding them through enrollment to ensure a superior member experience.

The role involves presenting at community events, educating prospects on plan options, and collaborating with the Sales Director on pricing, product, and service strategies. Travel to assigned territories is possible.

Qualifications

• 2+ years of sales experience in healthcare
• CA Insurance License required or obtain within 30 days of hire
• Valid CA driver license
• Medicare product sales experience preferred
• Fluent English; other languages a plus

Responsibilities

• Drive sales of Medicare Advantage and PDP plans and meet sales goals
• Educate seniors on Medicare options and enrollment processes
• Deliver presentations and attend community events to promote GHIA
• Collaborate with Sales Director on pricing, product, and service strategy
• Work with cross-functional teams to optimize processes and drive sales
• Maintain relationships with key stakeholders to achieve sales targets
• Build territory relationships to promote contracted Medicare plans
• Stay updated on Medicare regulations and industry trends
• Ensure activities comply with CMS guidelines

Skills

Verbal communication

Written communication

Presentation skills

Sales mindset

Travel willingness

Education

High school diploma or GED

Bachelor’s degree

Job description

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
• Perform 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.