Licensed Insurance Sales Agent – BPO

Posted Sep 1

This is a fully remote position, open to applicants in California.

📋 Description

• Manage both inbound and outbound calls to potential clients, creating a welcoming and friendly environment to discuss Aetna’s Medicare options.

• Clearly articulate Medicare choices, benefits, and enrollment procedures.

• Ensure clients feel knowledgeable and empowered in their decisions.

• Recognize each client’s individual needs and adjust approaches to deliver customized solutions.

• Build trust and rapport with clients through a friendly demeanor and collaborative spirit.

• Track leads and ensure timely follow-ups.

• Keep accurate records of client communications.


⛳️ Requirements

• At least 1 year of proven outbound sales experience in the Medicare sector.

• A genuine passion for assisting others and a dedication to top-notch customer service.

• Excellent verbal communication skills, capable of conveying complex information clearly and concisely.

• Ability to establish rapport with clients, comprehend their needs, and deliver personalized solutions.

• Stay informed about Medicare products, services, and industry developments.

• Proficient in a Microsoft Windows environment and various CRM software applications.

• Self-driven with a strong desire to excel and achieve outstanding results.

• Capability to flourish in a fast-paced and dynamic work setting while maintaining attention to detail.

• Willingness to adapt strategies based on client feedback and needs.

• Valid Resident State Health Insurance (Required).

• Up-to-date Continuing Education (CEs) (Required).

• High School Diploma or GED.

• Preferred: 1 year of Sales Experience.

• Preferred: 1 year of Medicare Advantage experience.

• Preferred: 1 year of outbound calling experience.


🏝️ Benefits

• Medical, Dental, Vision Life Insurance and AD&D.

• FSA / HSA options.

• Accident, Critical Illness, Hospital Indemnity, and Supplemental Health Insurance.

• Employee Assistance Program (EAP).

• Pet Insurance.

• 11 Paid Holidays.

• Flexible Paid Time Off (PTO).

• 401K plan.

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