Licensed Medicare Sales Representative; Bilingual - Ask Claire

Licensed Medicare Sales Representative (Bilingual) - Ask Claire + Sign-on Bonus

Join a fast-growing boutique insurance agency focused on helping people understand their Medicare Benefits. We work with underserved populations to help them navigate Medicare to identify the best benefits for their individual needs.

Immerse yourself in our LOVE, LEARN, GROW culture, where the ethos of making a profound impact, fostering respect, and nurturing career development reign supreme. We offer competitive compensation, benefits, and policies meticulously crafted to uphold our unwavering commitment to our internal team and the communities we proudly serve. Join us in shaping healthier futures and embracing boundless personal and collective growth opportunities.

• Be responsible for the entire prospective beneficiary cycle, including lead generation, relationship building, obtaining the Scope of Appointment, presenting the product, sales conversion, and relationship management of a Medicare beneficiary.
• Daily tasks include completing a predetermined goal of outbound calls to prospective beneficiaries to determine interest, eligibility, and to secure the Scope of Appointment.
• Visit provider clinics in Los Angeles and Orange County to meet with beneficiaries.
• Utilize a consultative sales approach to determine needs, present plans, handle obstacles, and close the sale over the phone or in person.
• Interact with prospective beneficiaries through education and complete enrollment application processes.
• Answer product and service questions in a professional and timely manner.
• Perform various related duties as assigned.
• Develop sites and secure organizations for community and provider-based sales and marketing activities that provide membership growth opportunities.
• Attend daily and weekly team meetings to report production.
• Provide and maintain reports on business activities, productivity tracking, forecasting, and sales analysis.
• Maintain strong familiarity with competitors and the overall market environment.

• Minimum two (2) years of successful Medicare telesales, telemarketing, or customer service experience in a call center with a background in Medicare products.
• Bi-lingual in Spanish.
• Ability to travel throughout the organization’s service area.
• Ability to work as an independent self-starter as part of a team.
• Proficiency in effective verbal and written communication skills.
• Proficiency with CRM systems (e.g., Salesforce, Hub Spot), health plan portals, Google Workspace, and Microsoft Office suite (Word).
• Be a captive agent.
• Current knowledge of CMS regulations related to marketing, benefits, enrollment and other guidelines as governed by regulatory agencies.
• Bachelor's degree in marketing, finance, or business administration.
• Product and Benefit training and/or other CMS required courses.

• Comprehensive health coverage including medical, dental, and vision.
• 401(k) Plan.
• Paid Time Off.
• Employee Assistance Program.
• Health Care FSA.
• Dependent Care FSA.
• Health Savings Account.
• Voluntary Disability Benefits.
• Basic Life and AD&D Insurance.
• Adoption Assistance Program.
• Training and Development.
• $500 sign-on bonus.

Ask Claire, a wholly owned subsidiary of Wider Circle, helps newly eligible Medicare beneficiaries navigate plan selection, with a focus on underserved populations at the beginning of their aging journey. We work with provider partners to deliver bespoke educational programming and are building tech-enabled decision support tools and a network of licensed agents to support enrollment assistance. Learn more about Ask Claire at:

As a wholly owned subsidiary of Wider Circle, Ask Claire promotes Wider Circle's Connect for Life program to eligible individuals aging into Medicare. Wider Circle is a neighborhood-based health organization that empowers members of the same community to live happier, healthier lives. Learn more about Wider Circle at:

At Wider Circle, we connect neighbors for better health. Our Connect for Life program brings neighbors together in person and online for health, wellness, and social activities. We employ local and culturally competent engagement specialists to form trusted circles. We are on a mission to make the world a better place for older adults and disadvantaged communities.