Field Sales Representative

About the role

At Gold Coast Health Plan, we are seeking a collaborative and innovative individual to join our team. This role is open to Ventura County residents only.

Responsibilities

• Execute sales and outreach strategy to maximize membership growth, including meeting Medicare D-SNP enrollment goals as well as individual sales and performance goals.
• Serve as a visible representative of GCHP in the community by developing and maintaining relationships with providers, community-based organizations, senior centers, advocacy groups, and other referral sources to support enrollment growth.
• Conduct regular field visits to provider offices and community partner locations to strengthen relationships, identify enrollment opportunities, and support member acquisition and retention efforts.
• Create meaningful, face-to-face connections through grassroots marketing, community events, and in-home visits providing a personalized experience that aligns to Gold Coast Health Plan’s mission.
• Drive self-generated sales, meet performance goals, and expand Gold Coast Health Plan’s presence in the market by becoming a valued resource and building relationships in our community.
• Knowledgeable in all aspects of D-SNP product and relevant D-SNP plan offerings.
• Answer questions related to Medicare D-SNP sales and enrollment. Help create, maintain, and use operating instructions and tools needed to support department activities and to ensure compliance with all regulations.
• Research, identify, resolve, and respond to inquiries from beneficiaries, members, providers, community partners, and internal agents.
• Organize and conduct sales presentations in the community and assist eligible beneficiaries to enroll, including conducting a needs assessment to best explain product offerings.
• Make outbound calls to follow up and close business; receive and manage inbound enrollment calls, and emails from other departments.
• Manage and execute a field-based outreach plan through regular provider office visits, community presentations, health fairs, educational events, and relationship-building activities with community-based organizations to achieve Medicare D-SNP enrollment objectives.
• Seek opportunities to improve GCHP’s image in the community. Contribute ideas to increase retention and enrollment.
• Develop, maintain, and use competitive analysis to inform sales and retention efforts, including identifying and studying key competitors and their products, as well as related industry issues to maintain a personal awareness of competitive advantages and disadvantages.
• Stay current on GCHP product and competing products. Stay current on CMS Medicare Marketing Guidelines and with California specific guidance.
• Successfully complete GCHP required product and certification training; maintain California Life, Accident and Health Insurance License.
• Attend and actively participate in required departmental meetings, training and coaching sessions.
• Perform other related duties as required or assigned.

Qualifications

• Education & Experience: Associate’s degree in a related field of study or equivalent In lieu of degree: 2 years of equivalent academic education, professional training, or work experience, which demonstrates the ability to perform the duties of the position.
• Active CA Health Insurance License required.
• Active Medicare AHIP Certification required.
• Background in selling Medicare products – with emphasis on D-SNP plans.
• Comfortable with daily face-to-face interactions in prospective members' homes, at community-based events and engaging with the community through service, retail environment, organizations, volunteer work, or local events.
• Experience with the Medi-Cal program.
• Minimum of three years of Medicare sales experience.
• At least one year experience with the Medi-Cal program.
• Bilingual in English and Spanish.
• Must reside in Ventura County California.

Prior Experience

• Background in selling Medicare products.
• Experience in public speaking or delivering presentations to groups.
• Familiarity with Salesforce or similar CRMs.
• Bachelor’s degree.