Sales Agent

Handle inbound and outbound sales calls with professionalism and urgency.

Educate prospective clients on Medicare Advantage (MAPD), Prescription Drug Plans (PDP), and Medicare Supplement options.

Assess client needs and recommend suitable products based on eligibility, healthcare requirements, and budget.

Accurately complete applications using enrollment platforms while ensuring compliance with CMS regulations.

Maintain knowledge of carrier products, plan changes, and industry updates.

Meet and exceed individual sales goals and call performance metrics.

Document call notes and update CRM systems in real time.

Provide excellent customer service while building trust and rapport with clients.

Adhere to all compliance, script, and disclosure requirements.