Licensed Medicare Sales Representative; Bilingual - Ask Claire + at Wider Circle

Licensed Medicare Sales Representative (Bilingual) - Ask Claire + Sign-on Bonus job at Wider Circle. Anaheim, CA.

Join a fast-growing boutique insurance agency focused on helping people understand their Medicare Benefits. We work with underserved populations to help them navigate Medicare to identify the best benefits for their individual needs.

Immerse yourself in our LOVE, LEARN, GROW culture, where the ethos of making a profound impact, fostering respect, and nurturing career development reign supreme. We offer competitive compensation, benefits, and policies meticulously crafted to uphold our unwavering commitment to our internal team and the communities we proudly serve. Join us in shaping healthier futures and embracing boundless personal and collective growth opportunities.

• Primarily be responsible for the entire prospective beneficiary cycle that includes but is not limited to lead generation, relationship building, obtaining the Scope of Appointment, the presentation of the product, sales conversion and relationship management of a Medicare beneficiary.
• Daily tasks include completing a predetermined goal of outbound calls each day to prospective beneficiaries to determine interest, eligibility, and to secure the Scope of Appointment.
• Visit provider clinics in Los Angeles and Orange County to meet with beneficiaries.
• Utilize a consultative sales approach to determine needs, make plan presentations, handle obstacles and close the sale over the phone or in person.
• Interacts with prospective beneficiaries through education and complete enrollment application process.
• Answer product and service questions in a professional and timely manner.
• Perform various related duties as assigned.
• Develop sites and secure organizations for community and provider-based sales and marketing activities that provide membership growth opportunity.
• Attend daily and weekly team meetings to report production.
• Provides and maintains reports on business activities, productivity tracking, forecasting and sales analysis.
• Maintains strong familiarity with competitors and the overall market environment.

• Minimum two (2) years of successful Medicare telesales, telemarketing, or customer service experience in a call center setting with a background in Medicare products.
• Bi-lingual in Spanish.
• Applicant must be able to travel throughout the organization's service area.
• Ability to work as an independent self-starter part of a team.
• Proficiency in effective verbal and written communication skills.
• Effective computer and application knowledge of Client Relationship Management systems like Salesforce, Hubspot, Health plan portals, Google Workspace, and Microsoft Office suite Microsoft Word.
• Be a captive agent.
• Current knowledge of CMS regulations related to marketing, benefits, enrollment and other guidelines as governed by regulatory agencies.
• Bachelor's degree in marketing, finance, or business administration.
• Product and Benefit training and/or other CMS required courses.

As a venture-backed company, Wider Circle offers competitive compensation including:

• Comprehensive health coverage including medical, dental, and vision
• 401(k) Plan
• Paid Time Off
• Employee Assistance Program
• Health Care FSA
• Dependent Care FSA
• Health Savings Account
• Voluntary Disability Benefits
• Basic Life and AD&D Insurance
• Adoption Assistance Program
• Training and Development
• $500 sign-on bonus

And most importantly, an opportunity to LOVE, LEARN and GROW with us!

Ask Claire, a wholly owned subsidiary of Wider Circle, helps newly eligible Medicare beneficiaries navigate plan selection, with a particular emphasis on supporting underserved populations at the beginning of their aging journey. We work with our provider partners to deliver bespoke educational programming and are building tech-enabled decision support tools, a network of licensed agents to support enrollment assistance. Learn more about Ask Claire at:

At Wider Circle, we connect neighbors for better health. Our groundbreaking Connect for Life® program brings neighbors together in person and online for health, wellness, and social activities that improve mental and physical health. We create webs of community circles by employing local and culturally competent engagement specialists whose hand-on-hand approach to forming trusted circles is informed by a sophisticated analytics platform.

We are on a mission to make the world a better place for older adults and disadvantaged communities.