Conducts telephone selling activities by assisting customers with information and resources about Medicare insurance products. Responds to inbound callers seeking information about plans and presents the products and services that match the needs of the customer. Makes outbound calls to leads to qualify prospects and make follow-up appointments as needed. If applicable, closes sales. Understands and adheres to all CMS guidelines and policies. Requires a high school diploma or equivalent. Typically reports to a supervisor or manager. Works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Typically requires 1-3 years of related experience.
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Oversees the daily activities of sales representatives with an assigned territory or portfolio of existing customers that primarily conduct remote sales calls. Utilizes marketing and field sales insights to understand customers' unique needs, market conditions, and competitors. Implements sales strategies and supporting activities, including renewals, special offers, and discounts. Selects appropriate product information to meet the needs of individual customers, support upselling, and achieve sales targets. Monitors team progress towards meeting targets and provides strategic coaching in selling and relationship-building skills. May require an associate degree. Typically reports to a manager. Supervises a small group of para-professional staff in an organization characterized by highly transactional or repetitive processes. Contributes to the development of processes and procedures. Typically requires 3 years experience in the related area as an individual contributor. Thorough knowledge of functional area under supervision.
Oversees the activities of sales representatives with an assigned territory or portfolio of existing customers that primarily conduct remote sales calls. Coordinates closely with marketing and field sales to gather insights and understand customers' unique needs, market conditions, and competitors. Develops sales strategies and supporting activities, including renewals, special offers, and discounts. Provides appropriate product information to meet the needs of individual customers, support upselling, and achieve sales targets. Trains and coaches staff in selling and relationship-building skills needed to grow and maintain sales pipelines. Requires a bachelor's degree. Typically reports to a director. Manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes.
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