Insurance Sales Consultant

hace 3 semanas


Guaynabo, Guaynabo, Puerto Rico Popular Bank A tiempo completo
Job Description:

We are seeking a highly motivated Insurance Sales Consultant to join our team at Popular Bank. In this role, you will be responsible for selling Medicare Advantage plans to eligible seniors in your assigned territory.

Key Responsibilities:
  • Generate leads and referrals from various sources, such as cold calling, networking, events, and referrals.
  • Conduct in-person or virtual presentations and consultations with potential customers, explaining the benefits and features of our Medicare Advantage plans.
  • Conduct needs analysis and enroll customers in the plan that best meets their health and financial needs.
  • Follow up with customers to ensure their satisfaction and retention, and address any questions or concerns they may have.
  • Comply with all federal, state, and company regulations and policies regarding Medicare sales and marketing.
  • Complete and submit all required paperwork and documentation in a timely and accurate manner.
  • Attend regular sales meetings and training sessions to stay updated on product knowledge, sales techniques, and industry trends.
  • Meet or exceed sales goals and customer satisfaction metrics.
Requirements:
  • Bachelor's Degree Credits Approved in related fields
  • At least two (2) years of experience in sales and customer service environment in the health care or insurance industry.
  • Knowledge of Medicare Advantage plans and benefits.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to travel within the assigned territory and work flexible hours, including evenings and weekends.
  • Proficient in Microsoft Office and CRM software.
  • Excellent sales and service strategy.
  • Ability to work independently and as part of a team.
  • Flexible and adaptable to changing business needs.
  • Bilingual in English and Spanish.
Benefits:
  • Estimated Salary: $60,000 - $80,000 per year
  • Opportunity to earn commissions and bonuses based on performance and customer satisfaction
  • Health insurance license in PR
  • Professional development opportunities
About Us:

Popular Bank is Puerto Rico's leading financial institution, offering a wide variety of services and financial solutions to our customers. We value diversity, innovation, and community involvement.



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