Consultative Sales - Medicare

Do you enjoy working with seniors and helping them navigate complicated processes? Do you enjoy making a difference in the lives of others? Do you enjoy working on the phone and providing a high level of service?

Senior Financial Group (www.sfgmedicare.com) specializes in helping Medicare beneficiaries and their families. We represent all the major companies and products in the senior market, so you can focus on the needs of your clients.

We are looking for phone-based, consultative sales professionals to serve and grow our client base. This is a W2 employee role with an hourly base rate plus commissions and full benefits, including medical, dental, vision, telehealth, 401k with generous match, student loan paydown program, paid parental leave, and much more. This is a Knoxville, TN-based role that works in-office or on a hybrid schedule. It is not fully remote.

Our Senior Insurance Advisor role is an internal licensed insurance agent who makes outbound calls to sell SFG Senior insurance products. This role also provides customer service for inbound calls and walk-ins, looking for sales and relationship-building opportunities with each contact.

Personal Characteristics and Competencies

• skilled at communicating by phone and able to be heard and clearly understood by phone
• engaging and able to put people at ease
• patient and able to speak with senior citizens effectively
• a detail-oriented individual who is able to maintain accuracy in data management
• a caring individual who is sincerely concerned about providing potential clients with the best product match for their needs
• a positive, personable individual who connects well with all types of people to build lasting and productive business relationships
• a persistent individual who is committed to doing the work necessary for success
• a flexible individual who is willing and able to adjust to the inevitable changes of the insurance market and learn new information
• a self-managed individual, who organizes and prioritizes daily tasks for maximum productivity without daily oversight (after the initial training period)
• a self-starting individual who enjoys the freedom to develop, create, and innovate for their own success within the job parameters
• a highly-intelligent individual who can figure out new software programs and solve problems and help others to do the same
  

Knowledge, Skills, and Abilities

• understand Medicare and all of the other products provided by SFG
• skilled at active listening and able to assess the potential client’s needs and attitudes
• able to change directions as needed to address a specific client’s concerns
• be able to intelligently answer questions and make recommendations about products
• close a sale
• follow up by email promptly, clearly, and professionally, with proper grammar and spelling
• accurately document client communications and information in internal databases
• learn large amounts of information, assimilate that information, and present that information accurately to clients
• effectively navigate a Customer Relations Management (CRM) system and related data sources

Responsibilities

• place outbound sales calls to leads provided by SFG
• self-generate leads through community outreach and referrals
• answer incoming calls and offer product advice, sales, and customer service to clients
  
• follow up by email promptly, clearly, and professionally, with proper grammar and spelling
• accurately document client communications and information in internal databases
• build positive relationships with new clients and further develop relationships with existing clients for the purpose of expanding sales with those clients
• provide personalized service to clients, including explaining various insurance products available and solving problems that may arise

Basic Job Requirements

• must be a licensed insurance agent or be able to obtain licensure prior to start and obtain needed certifications within required timeframe
• computer and internet proficiency, especially proficiency with Microsoft Office Suite
• a high school diploma or equivalent
• experience working with a CRM (Customer Relations Management system)
• proficient communication in English (verbal and written); excellent grammar and spelling
  

Experience that May Help You to be Successful

• experience working elsewhere as a licensed insurance agent
• thorough knowledge of Medicare and other Senior insurance products
• multi-state licensing as an agent
  
• experience with telephonic sales or fundraising experience, by phone or in-person
  
• entrepreneurial experience, large or small
• community/volunteer leadership experience
• experience working with Medicare and other Senior insurance products
• fluency in additional language(s) is helpful but not required

This position requires interaction with people and technology while either standing or sitting. In order to best serve our customers on the phone, face-to-face, or on the computer, all employees must be able to communicate with or without reasonable accommodation. While performing the duties of this job, the employee must be able to sit for extended periods of time (position is primarily sedentary), be able to enter information by keyboard at a reasonable rate of speed, must have acute hearing ability, must be able to see and read information on a computer screen and on printed documents, must be able to speak, understand, and write English fluently, and must have the ability to perform repetitive hand motions. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.