About the job
The Medicare Rep at Great Waters Financial serves as the primary point of contact for clients and prospective
clients with Medicare needs. This role is essential in effectively listening and understanding the needs of
the client and providing them with the solution that is best for them. The Medicare Rep leads the charge in
delivering an exceptional Client Experience by conducting meetings with clients and referrals, overseeing the
prospective client pipeline, and servicing Medicare clients throughout the year. Additionally, the Medicare
Rep presents and facilitates educational seminars, achieves target levels of conversion and close rates, and
actively contributes to expanding our reach within the market.
You Are:
- Engaging, confident, and disciplined.
- Detail oriented with a high level of accuracy.
- Able to juggle multiple priorities at once while meeting competing deadlines.
- A highly motivated self-starter committed to driving results with a demonstrated history of success.
- An active listener with excellent presentation skills.
- Mentally agile and able to adapt quickly.
- Passionate about connecting with people through meaningful conversation.
- Purpose-driven and motivated to be part of a greater mission of helping our clients Live Greatly.
Responsibilities:
- Master software systems such as Salesforce CRM, custodian and insurance company systems, and
other software used internally. - Effectively communicate with clients regarding their policies
- Prepare required paperwork and facilitate client account opening and the transfer of new assets.
- Achieve target levels of conversion and close rates.
- Build relationships and hold meetings with clients and prospective clients who are seeking Medicare.
- Manage the entire client experience from sales, onboarding and servicing.
- Manage the prospect pipeline, including follow-up emails and phone calls.
- Maintain proper CRM management, distributing critical client/referral information accordingly.
- Prospect future Great Waters clients by attending, facilitating, and presenting at educational workshops
and marketing events. - Assist in facilitating training for other Team Members
- Work cross-functionally with other departments to further company initiatives
- Complete yearly required licensing for Medicare sales.
Requirements:
-
- Life & Health Insurance License
- Excellent verbal and written communication skills
- Fill out the form below to apply.