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Advisors Excel · 1 week ago

Medicare Partnership Program Manager

KC Metro Area

Full-time

Onsite

Mid Level

3+ years exp

Advisors Excel is an innovative company focused on supporting independent financial advisors across various business areas. They are seeking a Medicare Partnership Program Manager to assist financial offices with Medicare sales support, providing education and enrollment assistance for various Medicare plans.

ConsultingFinancial ServicesMarketing

Growth Opportunities

Responsibilities

Conduct warm and cold sales calls to advisors’ clients for the purpose of identifying Medicare/Ancillary product needs

Engage with your group of Advisors to build relationships and encourage more interaction with their clients

Periodic Medicare 101 client webinars to help spur interest from Advisors clients

Analyze and educate participating clients on Medicare plan options, which may include ancillary products

Create, track and manage sales follow up process for prospective client sales

Enroll and guide clients through the application process

Regularly follow up with carriers on pending applications and any outstanding issues

Monitor and track success of the program and advise on team growth potential

Stay current on compliance and product knowledge in order to make the best product recommendations for each client

Qualification

Medicare knowledgeState Insurance LicensePhone sales experienceMedicare plan understandingAnalytical skillsProfessionalismCommunication skillsRelationship buildingTeam collaborationContinuous learning