Medicare Agent

Sound Planning Group

Medicare Agent

About Sound Planning Group

SPG is a financial services firm specializing in retirement planning, located in the Totem Lake area of Kirkland.  We strive for excellence and challenge ourselves to think differently, in order to create the optimal environment for our employees and clients to succeed. We’re an organized and adaptable group of critical thinkers, who collaborate to solve problems, because we believe that everyone has something important to contribute. Our clients are unique and diverse, yet all have the common desire to work with a team whose top priority is their best interest, so that they can sleep soundly at night and make the most of their retirement years. 

See our team! Click the link: https://myspg.com/our-team

About the Role

• Are you a genuine, caring person who enjoys building relationships with people? 

• Do you enjoy learning new things? 

• Do you like working in a culture where social unity, intellectual humility, goodwill, and positivity are actually held in high regard? 

• Then you will thoroughly enjoy working with us! 


• This position is classified as Full-Time/Non-Exempt.

You Will…

• Present, promote and sell products/services using solid arguments to existing and prospective customers.


• Perform cost-benefit and needs analysis of existing/potential customers to meet their needs.


• Establish, develop and maintain positive business and customer relationships.


• As a Medicare agent, you review your clients' health care plan and help them evaluate their needs against the services and coverage they are eligible to receive. You make recommendations about obtaining supplemental insurance and help people understand their options for prescription drug, vision, and dental policies.


• As a Medicare agent, you review your clients' health care plan and help them evaluate their needs against the services and coverage they are eligible to receive. You make recommendations about obtaining supplemental insurance and help people understand their options for prescription drug, vision, and dental policies.


• Be knowledgeable about the product.


• Work with prospective customer, and convert leads provided by SPG and our marketing efforts .


• Contact new and existing customers to discuss needs.


• Emphasize the features of products to highlight how they solve customer problems.


• Answer questions about the products.


• The qualifications that you need to start working as a Medicare sale representative include sales skills, knowledge of Medicare regulations, and familiarity with the available healthcare plans. If you are a participant in the field of Medicare insurance plan sales, you are required to follow Medicare sales and marketing guidelines. 

You Are...

• Educated: 1+  years in the job itself 


• Licensed: WA Medicare Licensed and Licensed with major carriers for WA State


• A People Person: Emotionally intelligent, naturally inclined to build relationships, and good on the phone.


• A Skilled Communicator: Confident, comfortable and courteous in written and spoken communication.


• Persuasive:


• Analytical & Adaptable: Accurately assess the proper order of execution for an evolving list of priorities.


• Technical: Capable of proficiency with Microsoft Office, SalesForce, Slack, Google Workspace.


• A Problem Solver: A critical thinker who loves figuring out solutions when they aren’t immediately obvious.


• Investigative: Capable of noticing details, inferring meaning, and perceiving the proper course of action.


• Theoretical: Capable of applying foundational principles to unique situations.


• Organized: You love when things are handled thoroughly, carefully, and efficiently.


• Professional: Articulate, polite, social, clean cut, professionally dressed, good time management skills, etc.


• Confidential: Discreet and protective of client and employee personal information.

• Focused: Able to monotask, which means properly prioritize and focus on one thing at a time, despite frequent interruptions and context switching.

• Dependable: Punctual, professional, and responsible in appearance and conduct.


• Servant-Hearted: Humble, teachable, sincere, honest, intent on ethically serving the families in our care


• Adept: Capable and motivated to maintain ongoing education in your area of expertise


• Diligent: You exemplify hard work and excellence. You do great work and continuously strive to improve.


• An Awesome Human Being: You’re positive and upbeat, kind and friendly with a humble attitude.

Benefits

• Vacation: 4 weeks/year (3 weeks year one); rollover up to 40 hours per year or cash out your balance! 


• Bonus: Annualized bonus issued on a quarterly basis


• Insurance: 100% coverage medical, dental, vision, life, ADD&D, LTD


• 401K: 4% match with 5% contribution, in addition to annual profit sharing distribution 


• Fun: Quarterly team building events with awesome co-workers!