The Retirement Income Specialist will develop and execute business plans to meet revenue goals by maintaining advisor relationships and acquiring new business. They will also perform proactive sales calls, deliver product presentations, and provide administrative support to consultants.
The agent will primarily conduct outbound calls to deliver Medicare health plan solutions and provide year-round service to members. They are responsible for managing client relationships, staying updated on insurance products, and meeting policy requirements.
Handle inbound and outbound calls with prospective Medicare members to provide education and facilitate plan enrollment. Maintain high standards for call quality, member engagement, and sales metrics while adhering to assigned production schedules.
Handle inbound and outbound calls to assist prospective DSNP Medicare members with sales, education, and enrollment. Guide individuals through complex Medicare and Medicaid benefit options while maintaining high standards of care and performance.
The Sales Vice President of Firm Development is responsible for recruiting and driving revenue growth for a portfolio of 30-40 independent life insurance and wealth advisory firms. They will tailor company resources to support these firms and participate in team sales campaigns to achieve company objectives.
The Retirement Income Specialist will develop and execute business plans to meet revenue goals by maintaining strong client relationships and acquiring new business. They will also provide superior service to advisors, conduct proactive sales calls, and manage marketing activities to drive sales.
The Director will build and scale an account management function to drive buyer retention and revenue growth on the lead distribution platform. This role involves proactive outreach, developing account plans, and establishing a framework for a future team.
Handle inbound and outbound calls with existing Medicare members to provide support, education, and issue resolution. Maintain performance standards regarding call quality, member engagement, and retention metrics.
Handle inbound and outbound calls with prospective DSNP Medicare members to provide education and guide them through the enrollment process. Maintain high standards for sales goals, call quality, and conversion metrics while ensuring a supportive experience for members.
Handle inbound and outbound calls with existing Medicare members to provide education, resolve concerns, and ensure retention. Maintain performance standards regarding call quality, engagement metrics, and schedule adherence.
The agent will handle inbound and outbound calls with existing Medicare members to provide support, education, and issue resolution. They are responsible for maintaining member engagement and retention while meeting performance metrics in a service-focused environment.
Lead and execute multi-channel lifecycle marketing campaigns across email, SMS, push notifications, and in-app content. Manage the end-to-end process from planning and content creation to design, execution, and performance analysis.
Manage a high-volume portfolio of small and mid-size partners to drive growth and maximize partnership value. Coordinate with cross-functional teams to improve onboarding, track performance metrics, and scale the partner experience.
The Sales Director provides leadership and training for independent agents while recruiting new contractors to meet company sales objectives. They are also responsible for personal sales and maintaining relationships with top-level agents.
The Office Administrator serves as the primary point of contact for clients and provides essential administrative support to the agent team. Key duties include managing incoming calls, coordinating appointments, and maintaining office records and supplies.
The Account Executive will manage strategic client relationships within the health-insurance BPO portfolio, ensuring operational excellence and contractual compliance. They are responsible for driving account growth, managing multi-million-dollar portfolios, and leading cross-functional teams to meet performance KPIs.
