Medicare Advantage Field Sales Representative

Summary

Join Belong as a Medicare Advantage Field Sales Representative and make a positive impact on the health and wellbeing of seniors and disabled individuals. This role focuses on generating new business through direct outreach to Medicare-eligible beneficiaries, providing accurate information and education, and enrolling members in Medicare Advantage plans. Responsibilities include conducting all phases of selling, generating leads, delivering sales presentations, qualifying prospects, completing enrollment forms, tracking sales results, and attending meetings. The position requires specific geographic location within New York, compassion, empathy, and patience, along with sales and marketing experience. A Bachelor's degree is preferred, and a NY Health Insurance License is a plus. Belong offers a comprehensive benefits package including 401k matching, medical, dental, vision, and life insurance, as well as paid parental leave and a fully remote work environment.

Requirements

• Must be located in the counties of Albany, Columbia, Dutchess, Greene, Orange, Putnam, Rensselaer, Rockland, Saratoga, Schenectady, Sullivan, Ulster, Westchester in New York and be willing to travel throughout the service area
• Must possess compassion, empathy, and patience, as prospects include people over age 65 and people with disabilities
• Bachelor's degree in Business or Marketing preferred, or equivalent experience
• 2+ years of marketing, sales or community relations experience
• If not licensed, candidates must obtain producer’s insurance license within 60 days of employment
• Must maintain a valid driver's license and own a vehicle (mileage reimbursement provided)
• Excellent presentation, written and oral communication skills including public speaking
• Respect for regulatory compliance
• Demonstrated time management and project planning skills
• Must be independent, confident and sensitive to the needs of Medicare eligible populations
• A high level of personal integrity and the ability to represent the company in a professional and courteous manner at all times, both internally and externally, is a must
• Familiarity with Outlook, Word for Windows, and basic data entry/typing skills
• Experience using a customer relationship management system

Responsibilities

• Responsible for conducting all phases of selling including identifying, qualifying and meeting with prospective clients located in the assigned territory
• Responsible for generating leads; developing and maintaining positive relationships with referral sources, including, but not limited to fraternal organizations, senior housing developments, politicians, social service agencies, financial planners, retiree groups, church groups, food shelves and physicians
• Deliver sales presentations to prospects one-on-one or in group settings according to regulated marketing guidelines
• Responsible for qualifying prospects onsite per CMS regulations
• Responsible for completing and submitting enrollment forms for closed sales
• Responsible for tracking sales calls and results through electronic CRM system
• Must communicate information accurately and timely to prospective customers – with patience, empathy and compassion
• Required to attend all planned sales meetings and department meetings

Preferred Qualifications

• Previous managed care experience, preferably in Medicare, is preferred
• Experience working with underserved populations
• NY Health Insurance License a plus
• Knowledge of PowerPoint and Excel (or comparable program) helpful

Benefits

• Employer 401k match up to 4% (Immediate vesting)
• Medical, dental and vision benefits employer contribution
• HSA and FSA Plans (Dependent Care and Commuter)
• Fully covered memberships for EAP coverage
• Meaningful paid parental leave for all caregivers
• Employer paid short-term and long-term disability plans
• Life and AD&D insurance access
• Fully remote work environment
• Generous PTO, including vacation days, sick leave and company holidays
• Bi-annual company summits