Seasonal Medicare Telesales Representative

About the Role

Keystone Advisors is a fast-growing company seeking licensed Medicare Telesales Representatives to join our Seasonal Medicare Telesales Team. You will play a pivotal role in helping the company achieve its customer growth goals while delivering an exceptional customer experience during the Medicare Annual Enrollment Period (AEP) and other seasonal enrollment periods. This is a seasonal onsite position with competitive hourly pay, bonus opportunities, and commissions. Employment is temporary and based on business needs and seasonal enrollment demand.

Responsibilities

• Answer inbound sales calls from customers interested in Medicare products and services
• Make outbound calls to prospective customers and qualified leads
• Assess customer needs and recommend the most appropriate Medicare plan options
• Promote company products and services while maintaining CMS and company compliance standards
• Complete compliant Medicare enrollments and accurately document customer interactions
• Meet or exceed key performance indicators, including sales activity, call quality, productivity, and enrollment goals
• Stay informed of Medicare regulations, carrier updates, company initiatives, and process changes
• Provide exceptional customer service throughout the enrollment process
• Perform other duties as assigned

Requirements

• High School Diploma or equivalent
• Active Group 1 – Life and Health Insurance License required
• Maintain Continuing Education (CE) requirements to keep license active
• Ability to pass all state-required background checks necessary for licensing
• Ability to pass an employer background check
• Strong knowledge of CRM systems and Microsoft Office Suite
• College degree or equivalent work experience preferred
• Minimum of 3 years of experience in customer service, sales, healthcare, insurance, or a related industry preferred
• Proven ability to meet or exceed sales and conversion goals

Skills

• Self-motivated with a positive and energetic attitude
• Excellent customer service and relationship-building skills
• Strong verbal, written, and interpersonal communication skills
• Empathy, patience, and professionalism
• Strong organizational skills with the ability to multitask in a fast-paced environment
• Goal-oriented with a competitive drive to succeed
• Ability to work effectively both independently and as part of a team

Benefits

• Competitive hourly pay plus bonus and commission opportunities
• Quarterly company events
• Open, fun, and collaborative work environment
• On-the-job training and ongoing support
• Office amenities:
  • Yoga Room
  • Pickleball Courts
  • Golf Simulator
  • Doggie Daycare