Sales Representative
Current• Schedule appointments through direct mail campaign and meet with prospects.• Conduct sales presentation to prospects in their home or over the phone.• Promote and educate prospective members both in small groups and individual setting.• Engage in a needs analysis for determining what may best serve their retirement, life/ health, and insurance needs.• Submit applications and proper documentation to carriers.• Responsible for following up with book of business and consult with individuals about specific needs.• Develop business relationships with new clients.• Door-knock cold leads.• Use CRM to follow up with clients and reengage with old prospects.• Report to management and team of my activity throughout the day.• Communicate with individual carrier representatives about new plans and benefits throughout the year.• Attend carrier meetings to network and obtain new business through partnerships.• Complete yearly qualifications in accordance with CMS regulations.
