Join a fast-growing boutique insurance agency focused on helping people understand their Medicare Benefits. We work with underserved populations to help them navigate Medicare and identify the best benefits for their individual needs.

Responsibilities for Medicare Sales Representative

Primarily be responsible for the entire prospective beneficiary cycle that includes but is not limited to lead generation, relationship building, obtaining the Scope of Appointment, the presentation of the product, sales conversion and relationship management of a

Medicare beneficiary

Daily tasks include completing a predetermined goal of outbound calls each day to

prospective beneficiaries to determine interest, eligibility, and to secure the Scope of

Appointment

Utilize a consultative sales approach to determine needs, make plan presentations,

handle obstacles and close the sale over the phone

Interacts with prospective beneficiaries through education and complete enrollment

application process

Answer product and/or service questions in a professional and timely manner

Perform various related duties as assigned

Develop sites and secure organizations for community and provider-based sales and

marketing activities that provide membership growth opportunity

Attend daily and weekly team meetings to report out production

Provides and maintains reports on business activities, productivity tracking, forecasting

and sales analysis

Maintains strong familiarity with competitors and overall market environment

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 work as an independent self-starter part of a team

Bi-lingual in Spanish, Khmer, Creole, Mandarin, Arabic, or other languages

Proficiency in effective verbal and written communication skills

Effective computer and application knowledge of Client Relationship Management

systems like Salesforce, Hubspot, Health plan portals, Google Workspace, and Microsoft

Office suite Microsoft Word

Be a captive agent

Current knowledge of CMS regulations related to marketing, benefits, enrollment and

other guidelines as governed by regulatory agencies

Bachelor’s degree in marketing, finance, business administration-preferred

Product and Benefit training and/or other CMS required courses

Benefits

As a venture-backed company, Wider Circle offers competitive compensation including:

• Performance-based incentive bonuses
• Opportunity to grow with the company
• Comprehensive health coverage, including medical, dental, and vision
• 401(k) Plan
• Paid Time Off
• Employee Assistance Program
• Health Care FSA
• Dependent Care FSA
• Health Savings Account
• Voluntary Disability Benefits
• Basic Life and AD&D Insurance
• Adoption Assistance Program
• Training and Development
• $45,000-$50,000

And most importantly, an opportunity to Love, Learn, and Grow while making the world a better place!

Ask Claire, a wholly owned subsidiary of Wider Circle, helps newly eligible Medicare beneficiaries navigate plan selection, with a particular emphasis on supporting underserved populations at the beginning of their aging journey. We work with our provider partners to deliver bespoke educational programming and are building tech-enabled decision support tools, a

network of licensed agents to support enrollment assistance. Learn more about Ask Claire at:

As a wholly owned subsidiary of Wider Circle, Ask Claire is uniquely positioned to promote

Wider Circle’s flagship wellbeing program, Connect for Life to eligible individuals aging into

Medicare. Wider Circle is a neighborhood-based health organization that empowers members of

the same community to live happier, healthier lives. Learn more about Wider Circle at:

Wider Circle is proud to be an equal opportunity employer that does not tolerate discrimination or harassment of any kind. Our commitment to Diversity & Inclusion supports our ability to build diverse teams and develop inclusive work environments. We believe in empowering people and valuing their differences. We are committed to equal employment opportunities without consideration of race, color, religion, ethnicity, citizenship, political activity or affiliation, marital status, age, national origin, ancestry, disability, veteran status, sexual orientation, gender identity, gender expression, sex or gender, or any other basis protected by law.