Be part of a fast-growing, dynamic boutique insurance agency that’s transforming the way people navigate their Medicare benefits! At Ask Claire, we are passionate about empowering underserved populations by helping them understand their options and secure the best benefits tailored to their individual needs. With limitless potential and a mission-driven focus, you’ll have the opportunity to make a real difference in people’s lives while growing your career in a thriving, impactful organization.

Medicare Sales Representative

At Ask Claire, a subsidiary of Wider Circle, we believe in fostering meaningful connections and empowering our communities through our "LOVE, LEARN, GROW" approach. As a Medicare Sales Representative, you’ll play a vital role in guiding underserved populations through the complexities of Medicare, helping them understand and secure the best benefits for their needs. If you’re passionate about making a difference while growing your career in a supportive, mission-driven environment, we invite you to join our team.

Responsibilities:

• Manage the full prospective beneficiary cycle, including lead generation, relationship building, securing the Scope of Appointment, presenting product options, converting sales, and nurturing long-term relationships with Medicare beneficiaries.
• Meet daily outbound call goals to engage prospective beneficiaries, assess their eligibility, determine their needs, and secure the Scope of Appointment.
• Use a consultative sales approach to provide personalized plan presentations, address challenges, and close sales over the phone, ensuring beneficiaries feel confident in their choices.
• Educate prospective beneficiaries on Medicare options, guide them through the enrollment process, and answer product or service-related questions professionally and promptly.
• Develop and secure partnerships with community organizations and providers to create new opportunities for membership growth, reflecting our commitment to LOVE our communities.
• Participate in daily and weekly team meetings to report on individual production and team progress.
• Maintain accurate and up-to-date reports on business activities, productivity, forecasting, and sales analysis, supporting your professional GROWTH within the organization.
• Stay informed about competitors and market trends to ensure you’re offering beneficiaries the most relevant and competitive solutions, continuing to LEARN and adapt in an evolving market.