My Senior Health Plan · 1 day ago
Pre-Sales Intake Specialist [Hourly Base + Monthly Incentive]
La Jolla, CA
Full-time
Onsite
Mid Level
$42K/yr - $68K/yr
3+ years expMy Senior Health Plan, a leader in the Medicare B2C space for nearly 20 years, is looking for a motivated and energetic Pre-Sales Intake Specialist to join our growing team in La Jolla, CA. In this role, you will engage clients through outbound and inbound calls, build relationships, and communicate the value of the company's services while assisting with scheduling appointments for the licensed sales team.
Health CareInsurance
No H1B
Responsibilities
Make outbound calls and take inbound calls to engage potential clients
Professionally present My Senior Health Plan’s services and build rapport with (warm) leads
Create and update client profiles in our CRM and assist with scheduling appointments or live transfers to licensed agents
Use sales tactics to nurture leads and meet sales targets
Stay informed about Medicare products and insurance basics
Consistently meet sales goals and administrative deadlines
Qualification
Required
3+ years of experience in inside sales
Job stability and tenure in previous roles
Excellent phone presence and communication skills (both verbal and written)
Proficiency in Microsoft Office and CRM software
Tech-savvy and capable of managing multiple tasks
Ability to work in a fast-paced, goal-oriented environment
Experience with auto-dialers
Strong interest in the insurance industry is essential
Willingness to become a licensed sales agent (all materials provided by My Senior Health Plan)
Preferred
Bilingual in Spanish is strongly preferred
Benefits
Health insurance (medical, dental, vision) with 75% employer paid.
Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness).
401(k) plan with matching and profit-sharing.
Paid vacation, sick time, and company holidays, including the week of Christmas.
Paid parking in La Jolla, CA.
Opportunity to pursue certification as a Licensed Medicare Sales Representative, with paid study resources and exam materials.
Company
My Senior Health Plan
My Senior Health Plan partners with hospitals, medical groups, and IPAs to help engage the medicare-eligible population.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase