Agency Sales Specialist (Medicare)

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Job description

About Neishloss & Fleming: Neishloss, a proud member of the Integrity Family of Companies, is one of the largest distributors of life and health insurance products in the country. Our success results from a commitment to expertise, cutting edge tools, competitive compensation, and sales support that few can match. Agents across the country realize our industry leading service, which we believe sets us apart, is without peer.

Job Summary:

Agency Sales Specialist is responsible for engaging with customers on behalf of the company. Their duties include answering phone calls or emails from customers to answer questions, participating in meetings with the customer service team to discover new communication strategies, and maintaining expert knowledge about company products or services to best help customers.

Primary Responsibilities:

• The representative is responsible for servicing existing renewal clients of the business and working towards retention of existing clients.
• The representative is also responsible for qualifying leads and setting appointments for potential new prospects, to meet with and to sell Medicare products.
• The representative will meet with new prospects with the goal of marketing and selling Medicare products.
• The representative must possess a high-level service attitude and dedication to helping clients.
• This individual must be a self-starter that can identify and develop new business prospects from inbound marketing leads and educational/sales events.
• The representative will need to enter Book of Business client records into Integrity Connect, N&F's Agency Bloc, at the start of the job and maintain ongoingly to keep accurate client records.
• The representative will be required to agree to an LOA Agreement, assignment of commissions to the employer business entity.

Primary Skills and Requirements:

• Active PA Insurance License or willingness to obtain license
• AHIP Certification or ready for Major Medicare Products
• Meet/Exceed monthly service and new sales performance goals
• Qualify potential new business over the phone and at educational meetings
• Willing to travel locally. Meetings will take place either in the consumer's home or in a public setting based on the consumer's access to locations.
• Set appointments based on availability
• Ability to close sales
• Ability to properly enter, manage and update leads and lead statuses into an online lead
• Tracking and customer management system
• Experience with Medicare
• Life & Health Insurance License in Pennsylvania or willingness to obtain license
• AHIP certifications
• 2+ Years of Medicare Product Sales Experience
• 1+ years of customer service and/or inside sales
• Demonstrated ability to meet or exceed activity quotas
• A proven track record of strong client relationships
• Telephonic customer service skills
• Technical Experience
• Proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint).
• Experience with Customer Database/CRM Software preferred

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit .

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

PandoLogic. Category:Customer Service,

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