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Directs and oversees the policies, objectives, and initiatives focused on achieving specified sales targets for Medicare insurance products. Develops, monitors, and utilizes productivity metrics to drive results. Integrates industry trends, consumer preferences, and internal capabilities to ensure effective sales teams that are trained on new products and comply with all CMS regulatory requirements and policies. Requires a bachelor's degree or equivalent. Typically reports to senior management. Manages a departmental sub-function within a broader departmental function. Creates functional strat more...
Leads and manages a team of sales representatives to achieve specified sales targets for Medicare insurance products. Devises sales strategies and guides the team to meet or exceed targets utilizing action plans and coaching. Monitors sales and productivity metrics to boost performance and resolve problems. Requires a bachelor's degree or equivalent. 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 per more...
Sells Medicare insurance products in person. Markets and presents Medicare products in different settings including senior group events and gatherings, healthcare locations, and individuals' homes. Assists eligible seniors in the selection of appropriate Medicare plans and explains plan details. Qualifies prospects and closes or refers sales as applicable. Understands and adheres to all CMS guidelines and policies. Typically requires a bachelor's degree or equivalent. Typically reports to a supervisor or manager. Occasionally directed in several aspects of the work. Gaining exposure to some of more...
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 ful more...
The Technical Products & Services Sales Specialist II develops and conducts technical presentations and demos that present current and future products to potential customers. Sells technical services, products, and systems. Being a Technical Products & Services Sales Specialist II partners with internal technical and marketing teams to offer suggestions for product enhancements and to share insights from customers. Utilizes technical acumen to understand and gather customer requirements and to prepare specifications and generate quotes. In addition, Technical Products & Services Sales Speciali more...
The Technical Products & Services Sales Specialist III develops and conducts technical presentations and demos that present current and future products to potential customers. Sells technical services, products, and systems. Being a Technical Products & Services Sales Specialist III partners with internal technical and marketing teams to offer suggestions for product enhancements and to share insights from customers. Utilizes technical acumen to understand and gather customer requirements and to prepare specifications and generate quotes. In addition, Technical Products & Services Sales Specia more...
The Technical Products & Services Sales Specialist IV develops and conducts technical presentations and demos that present current and future products to potential customers. Sells technical services, products, and systems. Being a Technical Products & Services Sales Specialist IV partners with internal technical and marketing teams to offer suggestions for product enhancements and to share insights from customers. Utilizes technical acumen to understand and gather customer requirements and to prepare specifications and generate quotes. In addition, Technical Products & Services Sales Speciali more...
The Financial Products Licensed Sales Representative I assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative I requires series 6 and 63 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative I may require a bachelor's degree or its equivalent. Typically reports to more...
The Financial Products Licensed Sales Representative II assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative II requires series 6 and 63 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative II may require a bachelor's degree or its equivalent. Typically reports more...
The Financial Products Licensed Sales Representative III assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative III requires series 7 and 66 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative III may require a bachelor's degree or its equivalent. Typically repor more...
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