Sales Associate
Listed on 2026-08-22
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Sales
Sales Representative, Business Development, Sales Development Rep/SDR, Customer Success Management
Eldercare Resource Planning is the nation’s leading provider of Medicaid planning services for families. We are a high-growth and fast-paced organization with a mission to provide world-class service to help our clients gain access to long-term care benefits and preserve wealth.
Job DescriptionFrom day one, the Sales Associate is Eldercare Resource Planning’s initial connection to the customer, providing a positive and welcoming experience. We take a consultative approach to the customer relationship, proactively qualifying and closing revenue opportunities that provide lifetime value for our customers. The Sales Associate brings our service to life, playing a critical role in the overall experience for our clients.
Sales activities include prospecting, customer needs qualification, identifying sales opportunities, coordinating consultations with our Benefits Advisers and closing sales in an efficient and timely manner. This is a remote, full-time sales position.
The scope of the role is primarily focused around developing new relationships with clients. In this role you will:
- Build trust in the company and ensure our customers are provided with accurate knowledge about our services
- Achieve outbound call targets set by the management team
- Responsible for building and maintaining customer relationships through pipeline management
- Meet or exceed monthly revenue targets
- Uncover customer needs and present an accurate high-level overview of our value proposition
- Listen to unique eligibility problems and communicate easily understood solutions
- Develop and maintain a deep expertise of Eldercare Resource Planning services and best practices to provide value to customers
- Understand and effectively communicate Medicaid eligibility guidelines to determine if a lead qualifies for our services
- Develop personalized support that aligns with our company’s voice and values
- Follow-up with customers to further educate, engage and transition them toward our Medicaid planning services
- Work harmoniously with others toward individual and team targets
- Stay resilient and able to apply continued focus on winning potential customers despite setback or objection
- 1-3 years of experience in customer-facing roles, preferred
- Strong ability to sell products over the phone and close deals without physically meeting leads
- Consistent track record of quota achievement
- Self-starter who takes initiative and works with limited direction
- Proficient computer skills and ability to navigate multiple applications
Strong prioritization, time management and organizational skills necessary to follow up with customers and improve lead conversion
- Paid time off
- Company contribution towards individual medical coverage
- Flexible schedule while working completely remotely
- Comprehensive training and continued education
- Computer hardware provided
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