- Manage the full prospective beneficiary cycle, including lead generation, relationship building, securing the Scope of Appointment, presenting product options, converting sales, and nurturing long-term relationships with Medicare beneficiaries. - Meet daily outbound call goals to engage prospective beneficiaries, assess their eligibility, determine their needs, and secure the Scope of Appointment. - Use a consultative sales approach to provide personalized plan presentations, address challenges, and close sales over the phone, ensuring beneficiaries feel confident in their choices. - Educate prospective beneficiaries on Medicare options, guide them through the enrollment process, and answer product or service-related questions professionally and promptly. - Develop and secure partnerships with community organizations and providers to create new opportunities for membership growth, reflecting our commitment to LOVE our communities. - Participate in daily and weekly team meetings to report on individual production and team progress. - Maintain accurate and up-to-date reports on business activities, productivity, forecasting, and sales analysis, supporting your professional GROWTH within the organization. - Stay informed about competitors and market trends to ensure you’re offering beneficiaries the most relevant and competitive solutions, continuing to LEARN and adapt in an evolving market.