The Licensed Health Insurance Agent’s objective is to match Consumers with the best suited ACA Health Insurance Plan using rapport development, sales expertise and experience to inform, educate, and guide potential customers throughout the insurance purchasing process.
** This is a Captive position ** (Cannot sell insurance on the side)
Responsibilities:
· Assist Affordable Care Act eligible individuals to select the appropriate Medicare health insurance plan by conducting outbound and inbound sales calls.
· Client Consultation: Present potential solutions using our world class suite of insurance products
and Engage in active listening to understand the specific needs, budget, and preferences of each client. Ask relevant questions to identify their healthcare requirements and present them with appropriate insurance options.
· Abide by the procedures, rules, and requirements of DMS, regulatory bodies, and state
· Participate in coaching sessions with the Director and execute on necessary comms/behavior changes.
· Meet monthly sales goals including applications submitted, conversion, hours, AVG handle time.
· Adhere to work schedule consistently.
· Product Knowledge: Maintain in-depth knowledge of different health insurance plans, policies, coverage options, and provider networks. Keep abreast of changes in the insurance industry and effectively communicate policy details to customers.
· Sales Quotas: Meet and exceed individual and team sales quotas to contribute to the overall success of the organization.
· Follow-Up and Documentation: Document all interactions, customer details, and sales progress in the company's CRM system. Follow up with leads and potential customers to nurture relationships and close sales.
· Remote Team Collaboration: Communicate effectively through Slack, Zoom, etc. Collaborate with other members of the sales team, insurance underwriters, and support staff to streamline processes and improve customer satisfaction.
· High school diploma or the equivalent is required, Bachelor's degree preferred
· Life, Accident, & Health resident insurance license and required registration
· Must be able to provide a Full Release form prior to the start of training
· Proof of Current FFM certification (Federally Facilitated Market).
· Licensed in residential state along with TX, GA, NC,SC
· Your National Producer ID Number (NPN).
IMPORTANT: To apply, make sure to have your National Producer Number (NPN) handy! Look it up here.
· Track record of compliant insurance sales practices
· Driven sales professional
· Minimum 1 year of phone sales experience
Qualifications:
· Ambitious sales minded with strong interpersonal skills to build rapport with customers
· Highly self-motivated and self-disciplined with ability to work effectively in a sales environment
· Organizational skills and effective time management to thrive in a fast-paced environment
· Analytical skills to understand key performance metrics
Why you should choose DMS:
· Hourly base pay with lucrative commission and bonus structures.
· Growth opportunities – we offer leadership development training and promote from within for those employees seeking career advancement.
· A culture that is focused on a constructive communication process.
· Supportive management team that aids and encourages development and career progression.
· Ongoing coaching and career development including individual and group coaching sessions.
· Fast paced, high performance environment.
A generous benefit package:
· Medical, dental, and vision
· Wellness and mental health benefits
· Tax-advantaged healthcare accounts
· Financial and income protection benefits (Life insurance, short term disability, 401K)
· Paid Time Off (PTO), holidays, and sick time off
· Remote worker assistance for wellness and home office
· Fully remote work
License/Certification:
- FFM Certificate (Federally Facilitated Market) (Required)
- Health Insurance License in TX, GA, NC, and SC (Required)
- E & O certificate (Preferred)