Sales Consultant- Medicare and Individual- New York
for each heading. Use - for any list of duties/requirements/benefits. Use
for prose. Do NOT repeat job title as heading. Do NOT put Job ID etc. Remove boilerplate. Include only sections when posting has real specific content. Must preserve all substantive info. No invented or summarized away detail. Must not include filler like "commensurate with experience". Must not create Pay/Schedule/Benefits sections unless posting actually states them. The posting includes compensation: Salary Range $71,250- $95,000 annually plus bonus. Also mentions benefits: "We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance." Also schedule: "Ability to work from 8 a.m. until 5 p.m., Monday through Friday, with flexibility to travel as needed." So we have Pay, Benefits, Schedule sections.
We need sections: About the role (maybe overview paragraph). Responsibilities (list). Requirements (maybe education/license). Qualifications (maybe experience). Skills (maybe abilities). But we need to avoid duplication. The posting includes many responsibilities and also skills/requirements. We need to parse.
We must not repeat job title. Use headings only when content present.
We need to preserve all substantive info. So we need to include everything from posting except boilerplate (EEO, legal, navigation, cookie, duplicated lines, application instructions). Also remove "Warner Pacific is an Equal Opportunity Employer..." etc. Also remove "We look forward to hearing from you!" maybe considered application instruction? It's not instruction but could be considered boilerplate? Probably remove as it's not substantive. Also remove "If you believe you would be able to leverage your skills..." that's application instruction. Remove.
We need to keep the description about company, role overview, responsibilities list, skills/requirements list, compensation, benefits, schedule.
We need to decide sections: About the role (maybe first paragraph about Warner Pacific and role overview). Responsibilities (list of duties). Requirements (education, license, residency). Qualifications (experience 3-5 years Medicare Sales). Skills (interpersonal, communication, etc). Benefits (list). Pay (salary range). Schedule (work hours). Ensure not to create empty sections.
We must not include filler like "commensurate with experience". Not present.
We need to use
- for any list of duties/requirements/benefits. So for responsibilities we list each duty as
- . For requirements we list education/license etc. For skills we list each skill. For benefits list each benefit.
We need to preserve all substantive info: need to include all responsibilities sentences broken into list items. Must not lose any detail.
Let's extract responsibilities from posting:
Paragraph after "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 Medicare and Individual Sales Consultant primary duties may include yet not limited to:"
Then list:
- Maintaining FMO and carrier relationships at all levels as it relates to Medicare and Individual.
- Goal setting and support of 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.
- The Medicare and Individual Sales Consultant make independent decisions within Warner Pacific, broker, CMS, SMS and carrier guidelines and procedures relative to Medicare, as well as modifications to existing business.
Then "Overview of Responsibilities" heading with bullet-like sentences:
- Help establish goals and milestones for individual and Medicare sales team.
- Ensure that 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 their applicable market.
- Strictly adhere to the 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 be able to assist brokers with questions.
- Provide guidance to Commercial Sales team on how to educate agents to convert T65 employees into Medicare Plans.
- Thoroughly understand Warner Pacific contracted carrier plans and be able to quote in SMS or from carrier sites as appropriate.
- Design, build and conduct Medicare training webinars for brokers.
- Participate in Medicare project, planning and marketing meetings.
- Conduct broker training and update meetings including broker round table, WarnerFest, NAHU symposiums and Medicare summits as required.
- Provide brokers with an appropriate commission structure specific to carrier and type of Medicare plan they contract as needed.
- Broker outreach to potential and active brokers to increase Medicare sales volume and provide carrier/plan consultative services to brokers to assist with new purchasing decisions.
- Educate brokers on release processes from carrier/FMO.
- Provide broker guidance carrier links for appointment process.
- Follow up post appointment and registration process and train brokers on Lead Advantage.
- Demonstrate solid understanding of Medicare market factors, carriers, plans, benefits and Medicare guidelines in their market landscape.
- Direct brokers on how to submit Medicare enrollments and communicate eligibility requirements, Medicare review/approval process including timing of ID card receipt, etc. and the service contacts and process.
- Participate in marketing events and exhibits, present Warner Pacific’s Value Add Proposition to actively recruit new Medicare brokers.
- Coordinate, communicate and educate with the Medicare Pre-Sales Associate to ensure broker messaging and communication is consistent.
- Develop constructive and cooperative working relationships with sales Consultants, brokers and carriers and maintain them over time.
- Document leads and communication in Sales Force.
- Review SMS hierarchy report to determine new brokers and Medicare plans sold.
- Conduct timely follow up on issues in progress.
- Make note of potential workflow enhancements and communicate with the management.
- Work with management and marketing to develop appropriate marketing materials.
- Conduct all business activities with a sales acumen and a goal of providing only the soundest purchasing recommendations to brokers.
- Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.
- Ability to identify and maintain the most efficient process to reach required outcome.
- Provide back up in other areas within the department/company as needed/requested.
- Other activities as assigned.
That's a lot. We'll need to include all as list items.
Now Requirements: "Additional Skills and Requirements Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred. 3-5 years of Medicare Sales experience. Valid life/health New York insurance license and the ability to be licensed in all 50 states if necessary. Must be a New York resident."
We could split into Requirements (education, license, residency) and Qualifications (experience). Or we could combine. But we need sections: Requirements, Qualifications, Skills. Let's assign:
- Requirements: education (high school diploma/GED or equivalent; advanced education preferred), license (valid life/health NY insurance license, ability to be licensed in all 50 states if necessary), residency (must be NY resident).
- Qualifications: 3-5 years of Medicare Sales experience.
- Skills: knowledge of principles and methods for showing, promoting, selling products/services (marketing strategy, tactics, product demonstration, sales techniques); knowledge of principles and processes for providing customer service (assessment of needs, meeting quality standards, evaluation satisfaction); ability to self-start and think/act independently and in concert with co-workers, management and customers; exceptional interpersonal skills; exceptional written and oral communication, presentation skills; ability to maintain and foster positive, open communication channels with internal/external customers, emphasis on sales force and carrier partners; ability to effectively negotiate; ability to think and act independently and consider all available avenues to obtain desired results for customers; ability to remain calm in pressure situations; ability to multi-task effectively; attention to detail is a must; ability to work from 8 a.m. until 5 p.m., Monday through Friday, with flexibility to travel as needed (but that's schedule, maybe schedule section); computer literacy with proficiency in Microsoft Office suite; ability to sit for extended periods, lift min 5 pounds, file, stand, bend, reach and pull.
We need to avoid duplication: schedule appears also in skills but we will put schedule in its own section.
Thus Skills section will list the abilities except schedule.
Pay section: Salary Range $71,250- $95,000 annually plus bonus. Also note about bonus etc. We'll include that as prose maybe
. Could also list as
but it's not a list. We'll use .
Benefits section: list of benefits: merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, life insurance.
Schedule section: Ability to work from 8 a.m. until 5 p.m., Monday through Friday, with flexibility to travel as needed.
Now About the role: we can include the initial description about Warner Pacific and role overview: "Medicare and Individual Sales Consultant Warner Pacific – New York 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 Medicare and Individual Sales Consultant primary duties may include yet not limited to:" This is basically intro. We'll put that in About the role as prose.
We must not repeat job title as heading; we already have About the role heading.
Now ensure we don't include boilerplate: remove EEO, equal opportunity, etc. Also remove "We look forward to hearing from you!" and application instruction paragraphs. Also remove "Warner Pacific is an Equal Opportunity Employer..." etc.
Now produce HTML fragment: start with
About the role
then ...
. Then Responsibilities
then with each responsibility as - . Then
Requirements
then . Then Qualifications
then (maybe just one item). Then Skills
then . Then Benefits
then . Then Pay
then . Then
Schedule
then .
Make sure not to include empty sections.
Now we need to ensure we preserve all substantive info: Did we miss any? Let's double-check responsibilities list: we included all from the two lists. Ensure we didn't miss any like "Maintaining FMO and carrier relationships at all levels as it relates to Medicare and Individual." included. "Goal setting and support of sales team to create an environment for continued growth and success." included. "Maintain frequent and effective contact with brokers and build active selling relationships to increase sales of all Medicare and Individual product lines." included. "Prospect inactive brokers to find new Medicare sales opportunities." included. "Provide product and technology training for brokers and brokerage staff." included.
for prose. Do NOT repeat job title as heading. Do NOT put Job ID etc. Remove boilerplate. Include only sections when posting has real specific content. Must preserve all substantive info. No invented or summarized away detail. Must not include filler like "commensurate with experience". Must not create Pay/Schedule/Benefits sections unless posting actually states them. The posting includes compensation: Salary Range $71,250- $95,000 annually plus bonus. Also mentions benefits: "We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance." Also schedule: "Ability to work from 8 a.m. until 5 p.m., Monday through Friday, with flexibility to travel as needed." So we have Pay, Benefits, Schedule sections. We need sections: About the role (maybe overview paragraph). Responsibilities (list). Requirements (maybe education/license). Qualifications (maybe experience). Skills (maybe abilities). But we need to avoid duplication. The posting includes many responsibilities and also skills/requirements. We need to parse. We must not repeat job title. Use headings only when content present. We need to preserve all substantive info. So we need to include everything from posting except boilerplate (EEO, legal, navigation, cookie, duplicated lines, application instructions). Also remove "Warner Pacific is an Equal Opportunity Employer..." etc. Also remove "We look forward to hearing from you!" maybe considered application instruction? It's not instruction but could be considered boilerplate? Probably remove as it's not substantive. Also remove "If you believe you would be able to leverage your skills..." that's application instruction. Remove. We need to keep the description about company, role overview, responsibilities list, skills/requirements list, compensation, benefits, schedule. We need to decide sections: About the role (maybe first paragraph about Warner Pacific and role overview). Responsibilities (list of duties). Requirements (education, license, residency). Qualifications (experience 3-5 years Medicare Sales). Skills (interpersonal, communication, etc). Benefits (list). Pay (salary range). Schedule (work hours). Ensure not to create empty sections. We must not include filler like "commensurate with experience". Not present. We need to use
- for any list of duties/requirements/benefits. So for responsibilities we list each duty as
- . For requirements we list education/license etc. For skills we list each skill. For benefits list each benefit.
We need to preserve all substantive info: need to include all responsibilities sentences broken into list items. Must not lose any detail.
Let's extract responsibilities from posting:
Paragraph after "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 Medicare and Individual Sales Consultant primary duties may include yet not limited to:"
Then list:
- Maintaining FMO and carrier relationships at all levels as it relates to Medicare and Individual.
- Goal setting and support of 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.
- The Medicare and Individual Sales Consultant make independent decisions within Warner Pacific, broker, CMS, SMS and carrier guidelines and procedures relative to Medicare, as well as modifications to existing business.
Then "Overview of Responsibilities" heading with bullet-like sentences:
- Help establish goals and milestones for individual and Medicare sales team.
- Ensure that 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 their applicable market.
- Strictly adhere to the 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 be able to assist brokers with questions.
- Provide guidance to Commercial Sales team on how to educate agents to convert T65 employees into Medicare Plans.
- Thoroughly understand Warner Pacific contracted carrier plans and be able to quote in SMS or from carrier sites as appropriate.
- Design, build and conduct Medicare training webinars for brokers.
- Participate in Medicare project, planning and marketing meetings.
- Conduct broker training and update meetings including broker round table, WarnerFest, NAHU symposiums and Medicare summits as required.
- Provide brokers with an appropriate commission structure specific to carrier and type of Medicare plan they contract as needed.
- Broker outreach to potential and active brokers to increase Medicare sales volume and provide carrier/plan consultative services to brokers to assist with new purchasing decisions.
- Educate brokers on release processes from carrier/FMO.
- Provide broker guidance carrier links for appointment process.
- Follow up post appointment and registration process and train brokers on Lead Advantage.
- Demonstrate solid understanding of Medicare market factors, carriers, plans, benefits and Medicare guidelines in their market landscape.
- Direct brokers on how to submit Medicare enrollments and communicate eligibility requirements, Medicare review/approval process including timing of ID card receipt, etc. and the service contacts and process.
- Participate in marketing events and exhibits, present Warner Pacific’s Value Add Proposition to actively recruit new Medicare brokers.
- Coordinate, communicate and educate with the Medicare Pre-Sales Associate to ensure broker messaging and communication is consistent.
- Develop constructive and cooperative working relationships with sales Consultants, brokers and carriers and maintain them over time.
- Document leads and communication in Sales Force.
- Review SMS hierarchy report to determine new brokers and Medicare plans sold.
- Conduct timely follow up on issues in progress.
- Make note of potential workflow enhancements and communicate with the management.
- Work with management and marketing to develop appropriate marketing materials.
- Conduct all business activities with a sales acumen and a goal of providing only the soundest purchasing recommendations to brokers.
- Demonstrate consistent, outstanding judgment, honesty and integrity in all aspects of job performance.
- Ability to identify and maintain the most efficient process to reach required outcome.
- Provide back up in other areas within the department/company as needed/requested.
- Other activities as assigned.
That's a lot. We'll need to include all as list items.
Now Requirements: "Additional Skills and Requirements Minimum of a high school diploma, GED or equivalent; advanced education or degree preferred. 3-5 years of Medicare Sales experience. Valid life/health New York insurance license and the ability to be licensed in all 50 states if necessary. Must be a New York resident."
We could split into Requirements (education, license, residency) and Qualifications (experience). Or we could combine. But we need sections: Requirements, Qualifications, Skills. Let's assign:
- Requirements: education (high school diploma/GED or equivalent; advanced education preferred), license (valid life/health NY insurance license, ability to be licensed in all 50 states if necessary), residency (must be NY resident).
- Qualifications: 3-5 years of Medicare Sales experience.
- Skills: knowledge of principles and methods for showing, promoting, selling products/services (marketing strategy, tactics, product demonstration, sales techniques); knowledge of principles and processes for providing customer service (assessment of needs, meeting quality standards, evaluation satisfaction); ability to self-start and think/act independently and in concert with co-workers, management and customers; exceptional interpersonal skills; exceptional written and oral communication, presentation skills; ability to maintain and foster positive, open communication channels with internal/external customers, emphasis on sales force and carrier partners; ability to effectively negotiate; ability to think and act independently and consider all available avenues to obtain desired results for customers; ability to remain calm in pressure situations; ability to multi-task effectively; attention to detail is a must; ability to work from 8 a.m. until 5 p.m., Monday through Friday, with flexibility to travel as needed (but that's schedule, maybe schedule section); computer literacy with proficiency in Microsoft Office suite; ability to sit for extended periods, lift min 5 pounds, file, stand, bend, reach and pull.
We need to avoid duplication: schedule appears also in skills but we will put schedule in its own section.
Thus Skills section will list the abilities except schedule.
Pay section: Salary Range $71,250- $95,000 annually plus bonus. Also note about bonus etc. We'll include that as prose maybe
. Could also list as
- but it's not a list. We'll use
- . Then
Requirements
then- . Then
Qualifications
then- (maybe just one item). Then
Skills
then- . Then
Benefits
then- . Then
Pay
then. Then
Schedule
then. Make sure not to include empty sections. Now we need to ensure we preserve all substantive info: Did we miss any? Let's double-check responsibilities list: we included all from the two lists. Ensure we didn't miss any like "Maintaining FMO and carrier relationships at all levels as it relates to Medicare and Individual." included. "Goal setting and support of sales team to create an environment for continued growth and success." included. "Maintain frequent and effective contact with brokers and build active selling relationships to increase sales of all Medicare and Individual product lines." included. "Prospect inactive brokers to find new Medicare sales opportunities." included. "Provide product and technology training for brokers and brokerage staff." included.
. Benefits section: list of benefits: merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, life insurance. Schedule section: Ability to work from 8 a.m. until 5 p.m., Monday through Friday, with flexibility to travel as needed. Now About the role: we can include the initial description about Warner Pacific and role overview: "Medicare and Individual Sales Consultant Warner Pacific – New York 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 Medicare and Individual Sales Consultant primary duties may include yet not limited to:" This is basically intro. We'll put that in About the role as prose. We must not repeat job title as heading; we already have About the role heading. Now ensure we don't include boilerplate: remove EEO, equal opportunity, etc. Also remove "We look forward to hearing from you!" and application instruction paragraphs. Also remove "Warner Pacific is an Equal Opportunity Employer..." etc. Now produce HTML fragment: start with
About the role
then...
. ThenResponsibilities
then- with each responsibility as
- . Then