Sales Consultant- Medicare and Individual- Florida

About the role

Warner Pacific Insurance Services is a full-service general agency that provides insurance agents with sales assistance, innovative technology and back-office support — the tools you need to grow your business in a rapidly changing marketplace. With strong leadership and a focus on building and deepening our relationships, we have become a top-producing general agency for many of the nation’s largest insurance carriers.

The Individual and Medicare Sales Consultant is responsible for achieving sales goals for both Medicare and Individual. The Medicare Sales responsibilities will be accomplished through the acquisition of Medicare broker appointments and certifications using effective sales techniques to engage and support Medicare insurance brokers. Under minimal supervision, the consultant makes independent decisions within Warner Pacific, broker, CMS, SMS and carrier guidelines and procedures relative to Medicare, as well as modifications to existing business.

Responsibilities

• Maintain FMO and carrier relationships at all levels as it relates to Medicare and Individual
• Set goals and support sales team to create an environment for continued growth and success
• Maintain frequent and effective contact with brokers and build active selling relationships to increase sales of all Medicare and Individual product lines
• Prospect inactive brokers to find new Medicare sales opportunities
• Provide product and technology training for brokers and brokerage staff
• Make outbound sales calls and follow-up calls to active and potential brokers
• Help establish goals and milestones for individual and Medicare sales team
• Ensure sales team has all necessary training and tools to perform their duties effectively
• Manage insurance carrier and FMO relationships at all levels within their organizations
• Coordinate with Warner Pacific Operations Manager to establish and improve client services, processes and procedures
• Work to establish and maintain a visible presence in applicable market
• Strictly adhere to CMS and Warner Pacific’s marketing and compliance regulations
• Maintain insurance license, AHIP and health plan certifications
• Demonstrate knowledge on the mechanics and differences between Medicare Advantage plans, Part D plans and Medicare Supplements and