The Care Delivery Tele Sales Agent is responsible for converting Medicare-eligible callers into patients through telephonic conversations, proactively addressing member needs and questions while providing stellar customer service. This role involves actively describing services, selling the clinical care model, and accurately documenting interactions across multiple CRM systems.

The agent is responsible for converting Medicare-eligible callers into patients by receiving inbound calls and making outbound calls to educate prospects on the value proposition, features, and benefits of membership. This involves acting as the first point of contact, anticipating needs, and partnering with sales teams to convey value-added information for informed decision-making.

The role involves conducting virtual consultations with clients to assess their needs and provide knowledge on solutions. Daily tasks also include cultivating lasting client relationships through check-ins and completing necessary administrative tasks like note-taking and appointment setting.

The Sales Assistant primarily supports a Senior Account Executive (SAE) remotely by managing CRM tasks in Salesforce, handling administrative needs, and executing outbound marketing campaigns. This role also involves conducting research on law firms and decision-makers, and assisting with client experience efforts like sending gifts and notes.