My Senior Health Plan

The agent will conduct inbound and outbound telesales calls to educate clients and recommend tailored life insurance solutions using virtual tools to complete the full sales cycle. Responsibilities also include following up on warm leads, maintaining accurate documentation, and meeting performance metrics.

The representative will assist clients in evaluating and enrolling in suitable Medicare plans by managing inbound and outbound calls, educating them on Medicare options, and converting leads into sales. Key duties include maintaining a sales pipeline, building client relationships, and consistently meeting or exceeding established performance goals.

The agent will conduct inbound and outbound telesales calls to educate clients on annuity products and perform needs-based assessments to recommend appropriate financial protection and retirement income solutions. Key duties include using virtual tools to complete the full sales cycle remotely and maintaining accurate documentation of all client interactions.