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Job Details

Locations
CA - Los Angeles
Job ID
23704

Description and Requirements

General Description: Outside sales position for Individual and Group Medicare. Responsible for driving new business sales revenue growth for employee benefits clients. Provide subject matter expertise and participate in sales meetings.  

Responsibilities:
  • Develop and implement sales business plans and prospecting strategies. Generate new leads and first appointments. 
  • Partner with Large Group Retirement Benefits team to support sales initiatives. Provide technical and product knowledge at sales meetings. Cross-sell applicable products.
  • Actively participate in prospective client meetings and finalist presentations for new business. Deliver conceptual presentations promoting Emerson Rogers’ products and services.
  • Act as subject matter expert on Medicare, including Individual and Large Group Retirement Benefits and products.
  • Complete sales due diligence process for clients.
  • Keep current with industry, market, carrier, and product knowledge. Provide strategic and innovative guidance to beneficiaries on the complexities of Medicare.
  • Build and maintain strong relationships with carriers and clients. 
  • Track appointments and label opportunities in USI database.
  • Act as point of escalation and assist account management team on large and complex cases. Oversee renewal and service activities, including additional lines of business sales and case conservation. 
  • Provide oversight of the Annual Enrollment Period (AEP) process. Ensure annual AHIP Certification and Compliance regulations are met.  

Knowledge, Skills, and Abilities:
  • High school diploma or general education degree (GED) required; Bachelor’s degree preferred.
  • Strong understanding of Medicare and employee benefits required.
  • Experience with Large Group Retirements Benefits preferred.
  • Must hold Life, Accident & Health License.
  • America’s Health Insurance Plans (AHIP) Medicare certification required. 
  • Demonstrated ability to sell new business and maintain positive relationships.
  • Ability to work independently and in a team-based environment. 
  • Exhibit a professional demeanor and a consultative sales approach. 
  • Self-motivated and goal oriented.
  • Problem-solving ability. Strong organizational skills and ability to multi-task. 
  • Strong working knowledge of Microsoft Office suite, including Word, Excel, and PowerPoint.
  • Strong analytical skills. Capable of using and interpreting benefit related facts and figures. 
Prefers bilingual - Spanish/English speaking.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time. Salary Range: $40,000 base plus commissions/draw

$40k Base + $40k Draw