Sales Representative

My Senior Health Plan; San Diego (CA); On-site; USD 42,000 - 97,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) with matching

Paid parking

Job summary

My Senior Health Plan in La Jolla, CA seeks an Entry Level Sales Representative to engage clients and enroll them in Medicare Advantage/Supplemental plans, using warm leads provided. You will build relationships and communicate the value of our services.

The role involves CRM updates, training support for licensing, and pursuing growth toward sales targets in a fast-paced environment.

Qualifications

• Associates degree in Business or related field.
• Excellent phone presence and communication skills (verbal and written).
• Tech-savvy and capable of managing multiple tasks.
• Ability to work in a fast-paced, goal-oriented environment.
• Willingness and ability to become a licensed sales agent (training provided).
• Strong interest in the insurance industry.

Responsibilities

• Connect with potential clients via inbound and outbound calls (warm leads provided).
• Professionally present services and build rapport with provided leads.
• Create and update client profiles in our CRM.
• Assist with scheduling appointments or live transfers during training period.
• Use sales tactics to nurture leads and meet or exceed sales targets.
• Stay informed about Medicare products and basics.
• Consistently meet sales and administrative deadlines.

Skills

Phone communication

Verbal and written communication

Tech-savvy

Multitasking

Insurance interest

Licensing readiness

Education

Associate degree in Business or related field

Tools

CRM software

Job description

My Senior Health Plan, a leader in the Medicare B2C space for nearly 20 years, is looking for a motivated and energetic Entry Level Sales Representative to join our growing team in La Jolla, CA. If you are passionate about making a difference in the lives of seniors, we want to hear from you!

Job Summary

As a Sales Representative, you will play a vital role in driving our success by engaging clients and enrolling them into Medicare Advantage/Supplemental plans that meet their specific needs. You'll be responsible for outbound (warm leads provided to you) and inbound calls, building relationships, and effectively communicating the value of My Senior Health Plan's services.

Job Duties and Responsibilities

• Connect with potential clients via inbound calls and outbound calls (warm leads provided to you-NO COLD CALLING).
• Professionally present My Senior Health Plan's services and build rapport with our provided leads.
• Create and update client profiles in our CRM.
• During the initial training period, you will assist with scheduling appointments or live transfers to licensed agents.
• Use sales tactics to nurture leads and meet or exceed sales targets.
• Stay informed about Medicare products and insurance basics.
• Consistently meet sales and administrative deadlines.

Requirements

• Associates degree in Business or related field.
• Excellent phone presence and communication skills (both verbal and written).
• Tech-savvy and capable of managing multiple tasks.
• Ability to work in a fast-paced, goal-oriented environment.
• Strong interest in the insurance industry is essential.
• Willingness and ability to become a licensed sales agent (all materials and training provided by My Senior Health Plan).

Nice to Haves

• Bilingual in Spanish, Mandarin, Cantonese, Korean, and/or Vietnamese.
• Background in sales, business development and/or customer service.

Working Conditions

• Stationary role, operating a computer and office equipment.
• Light lifting (up to 25 lbs.).
• Office environment with occasional movement within the workspace.

Why Join Us?

• Competitive hourly base pay ($21-$24/hour) with monthly performance-based bonuses. Potential to earn $57,000k–$107,000k+ annual monetary compensation (base pay and bonuses).
• Health insurance (medical, dental, vision) with 75% employer paid premiums.
• Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness).
• 401(k) plan with matching (up to 4%) and profit-sharing (3-7% of salary).
• Paid vacation (5 business days in year 1, 10 business days in year 2, 15 business days in year 3+), sick time (5 business days), and company holidays, including the week of Christmas.
• Paid parking at our office in La Jolla cove. Walk to the beach on your lunch break!
• No cold calls, all warm leads.
• Opportunity to pursue certification as a Licensed Medicare Sales Representative, with paid study resources and exam materials provided by My Senior Health Plan.
• Robust training program that sets you up for success.

What We're Looking For

• Want It:
  You genuinely want to be in this role and thrive in a sales-driven environment. You're motivated by helping clients make informed decisions about their Medicare options and enjoy working toward measurable goals. You see this position as a career opportunity, not just a job.
• Get It:
  You fully understand what success looks like in this role. You grasp the importance of timely follow-up, accurate CRM management, and effective communication. You know how to build trust with clients, overcome objections, and maintain a positive attitude even when challenges arise.
• Capacity to Do It:
  You have the skills, experience, and bandwidth to excel. This means strong organizational abilities, resilience under pressure, and the ability to manage multiple priorities without sacrificing quality. You're tech-savvy, comfortable with CRM systems, and capable of learning new tools quickly. Most importantly, you have the emotional intelligence to connect with clients and the persistence to hit and exceed sales targets.

Our Core Values

• Client-Centric Service: Always put the client first.
• Integrity: Do the right thing, every time.
• Positivity: Bring energy and optimism to every interaction.
• Growth Mindset: Embrace learning and continuous improvement.

AI Use Disclosure

AI Use Disclosure
To make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), Calendly (scheduling), and TestGorilla (skills assessments). These tools help us stay organized, but all applications and results are carefully reviewed by real people.
AI supports our process, it doesn't replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.