
Sales Development Representative
6 days ago
Essential Duties and Responsibilities: Additional duties may be assigned by management.
- Use company systems to create live transfers and appointments with in-house leads.
- Communicate services effectively and professionally.
- Develop and apply strong sales methods and rebuttals.
- Learn Medicare basics and the insurance products we offer.
- Implement feedback and coaching for immediate improvement.
- Build rapport and keep clients engaged in sales conversations.
- Adhere to all CMS phone/email compliance.
- Handle outbound and inbound calling projects.
- Transfer viable leads to the sales team.
- Perform light intake of prospect and client data.
Daily Duties:
- Learn Medicare rules and maintain CMS compliance.
- Use technology tools: Salesforce CRM, dialer system, Microsoft Teams.
- Work in a fast-paced environment assisting people with Medicare.
- Place outbound calls daily with provided leads.
- Take inbound and transfer calls when qualified.
Minimum Requirements:
- Previous experience in sales, knowledge of the sales cycle.
- Manage rebuttals, proactive, willingness to negotiate.
- Computer skills and Salesforce knowledge.
- Speak clearly, listen, clarify, respond well to questions. (Fluent in English and Mandarin)
- Follow policies, complete tasks on time, support organizational goals.
- Approach others tactfully, react well under pressure, treat others with respect, follow through on commitments.
- Monitor work to ensure accuracy and thoroughness.
- Meet productivity standards, complete work timely, strive to increase productivity.
- Attendance and punctuality.
- Follow instructions, take responsibility, keep commitments, notify if an alternate plan is needed.
Schedule: Monday to Friday from 11:00 AM to 8:00 PM CST. Weekends off.
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