Life And Health Insurance Professional

Sizeland Medicare Strategies

Helping retirees and families navigate Medicare, protect what matters most, and plan for a more confident retirement.

For nearly three decades, Sizeland Medicare has provided personalized guidance across Medicare planning, life insurance, and retirement income strategies for clients throughout the country.

Office Location 719 E. Responsible for providing a wide variety of support services to promote the company's product portfolio via the telephone and internet to support and to increase company revenue and profit.

Promote the company's product portfolio and provide service assistance to consumers;

Deliver prepared sales scripts to educate, inform and provide solutions to potential customers. Update and maintain proprietary Lead Advantage System in accordance with policies and procedures;

Document each and every consumer contact with detailed notes;

Work collaboratively with fellow staff to advance the values and mission of the organization and Senior Market Sales by serving on relevant internal and external committees;

Assists with special projects/assignments as requested by members of management;

Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates;

High School Diploma or GED Required

Bachelor's Degree in marketing or related field, or equivalent combination of education and experience

Three (3) or more years general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service or call center) experience

Life/Health Insurance license

Active Life and Health Insurance license in resident state

Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the sales associate

Knowledge of the general industry procedures, practices and terminology

Skill in working effectively with inbound and outbound callers/customers

Skill in the use of office equipment including computer, fax, printer, telephone system, etc.

Skill in maintaining effective working relationships with all customers, employees and the general public

Skill in project management

Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred)

Ability to communicate effectively, both orally and in writing, in a constructive manner

Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests

Ability to read, write and communicate English effectively

Ability to maintain all company policies, including all confidentiality and safety policies

Strong verbal and written proficiencies of the English language is required and bilingual (Spanish and English) preferred #LI-GS1