My Senior Health Plan

• Assist clients in evaluating and enrolling in the best Medicare plans to meet their needs. • Manage outbound and inbound calls, educate clients about Medicare, and convert leads into sales. • Responsible for maintaining a sales pipeline, building long-term relationships, and exceeding performance goals. • Evaluate client needs and recommend Medicare plans. • Conduct plan reviews, guide enrollment, and educate on Medicare eligibility and options. • Prospect new (warm) leads, handle inbound/outbound calls, and drive sales. • Ensure high-quality follow-up and meet sales goals and metrics. • Use CRM tools for managing client information and tracking progress. • Stay updated on industry trends, products, and compliance regulations.

• Conduct inbound and outbound telesales calls to educate clients on annuity products. • Use virtual tools (e.g., Zoom, CRM dialers, e-signature platforms) to complete the full sales cycle remotely. • Perform needs-based assessments to recommend appropriate financial protection and retirement income solutions. • Follow up with (warm) leads generated through marketing campaigns, referrals, and CRM systems. • Maintain accurate and timely documentation of all client interactions and sales activities. • Stay informed on product updates, compliance requirements, and industry trends. • Consistently meet or exceed telesales performance metrics and conversion goals.

• Assist clients in evaluating and enrolling in the best Medicare plans to meet their needs. • Manage outbound and inbound calls, educate clients about Medicare, and convert leads into sales. • Responsible for maintaining a sales pipeline, building long-term relationships, and exceeding performance goals. • Conduct plan reviews, guide enrollment, and educate on Medicare eligibility and options. • Prospect new (warm) leads, handle inbound/outbound calls, and drive sales. • Maintain a strong client pipeline and ensure high-quality follow-up. • Stay updated on industry trends, products, and compliance regulations. • Use CRM tools for managing client information and tracking progress.