Senior Products Specialist

Essential Duties & Responsibilities:
• Make proactive outbound calls in an effort to quote and bind policies for Senior Products for our retail clients.
• Provide education and consultation to qualified Medicare beneficiaries to assist them in purchasing the appropriate medical and ancillary lines insurance products.
• Specialists analyze the information collected from current and prospective clients and compare and evaluate possible insurance needs to develop individualized advice and strategies for each client based upon each client’s insurance and financial status, risk tolerance, needs and objectives.
• Specialists provide individualized advice and recommendation to current and prospective clients on the purchase of insurance products. This includes explaining and discussing with clients the advantages and disadvantages of various insurance products including the costs, monetary values, and risks of each.
• Specialists structure transactions to ensure they result in the maximum benefit for the clients, while also conforming with the laws, regulations, and requirements governing the insurance industry.
• Aggressively work internet leads, direct mail, cross-sell, and referral lists by making proactive outbound calls and hitting desired activity ratios. Sales Representatives are expected to make 100+ outbound calls per day.
• Build relationships with internal agents to share leads.
• Implement effective cross sell campaigns and follow procedures to round out client accounts.
• Sell insurance through various prospect contact touch points such as telephone, email and/or internet.
• Prepare insurance quotes to prospects and use assumptive closing techniques to close sales.
• Utilize persuasive negotiation skills and highly effective listening and communications skills.
• Facilitate a sales culture to maximize retention, customer satisfaction, and up-sell and cross sell opportunities with each customer interaction.
• Maintain product knowledge for lines of business written in the Senior Products Market.
• May be asked to assist with other tasks when necessary.
• Satisfy minimum sales requirements of 12 Medicare Supplements per month once training is completed.
• Participate in initial and ongoing training that will include travel to NJ at the company’s expense.
• Use EQSkills to better communicate to prospects and customers.
• Develop prospecting techniques including, but not limited to, conducting education seminars (in person and virtually), creating relationships with center of influence in senior communities, and cultivating client referrals.

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Mullen & Neff Medicare Insurance Agency
Dawn Roehr
resumes@mullenneff.com