Licensed Sales Agent (Dutchess County)

Job Summary:

The Licensed Sales Agent is responsible for identifying and engaging seniors who may benefit from long-term care services and Medicare Advantage plans. This is a field-based outreach role focused on building relationships within the community and connecting eligible individuals to available healthcare coverage.

Key Responsibilities:

• Conduct in-person outreach within the community, including visits to doctors’ offices, clinics, pharmacies, senior buildings, and senior centers etc. to identify potential enrollees.
• Promote awareness of long-term care benefits and help individuals understand available long term care plan options.
• Assist prospective members in navigating the enrollment process while adhering to applicable guidelines and internal procedures.
• Serve as a visible representative of the organization in the community and establish trust-based relationships with seniors and caregivers.
• Participate in events and initiatives aimed at increasing visibility and outreach among the target population.
• Stay informed on relevant policies, procedures, and compliance requirements, including CMS marketing and enrollment guidelines.
• Attend ongoing training sessions and sales meetings to maintain up-to-date knowledge of product offerings and regulatory standards.
• Ensure all required documentation and materials are accurately provided during the enrollment process.

Benefits:

• Medical, dental, and vision insurance
• Generous PTO package
• Multiple floating holidays
• 401 (K) with employer contribution