Job Information
Banco Popular Puerto Rico Insurance Representative in Guaynabo, Puerto Rico
Date: Sep 12, 2024
Location:
Guaynabo, PR
Company: Popular
Workplace Type: On-site
Insurance Representative
General Description
As a Medicare advantage sales representative, you will be responsible for selling Medicare advantage plans to eligible seniors in your assigned territory. You will educate potential customers about the benefits and features of our plans, conduct needs analysis, and enroll them in the plan that best suits their needs. You will also maintain relationships with existing customers and provide excellent customer service. You will work within Popular’s branch system, while receiving support and guidance from our sales managers and trainers. You will also have the opportunity to earn commissions and bonuses based on your performance and customer satisfaction.
Essential Duties and Responsibilities
Generate leads and referrals from various sources, such as cold calling, networking, events, and referrals.
Conduct in-person or virtual presentations and consultations with potential customers, explaining the benefits and features of our Medicare advantage plans.
Conduct needs analysis and enroll customers in the plan that best meets their health and financial needs.
Follow up with customers to ensure their satisfaction and retention, and address any questions or concerns they may have.
Comply with all federal, state, and company regulations and policies regarding Medicare sales and marketing.
Complete and submit all required paperwork and documentation in a timely and accurate manner.
Attend regular sales meetings and training sessions to stay updated on product knowledge, sales techniques, and industry trends.
Meet or exceed sales goals and customer satisfaction metrics.
Education
- 60 Bachelor's Degree Credits Approved in related fields
Experience
At least two (2) years of experience in sales and customer service environment in the health care or insurance industry.
Other Qualifications
Knowledge of medicare advantage plans and benefits.
Excellent communication, presentation, and interpersonal skills.
Ability to travel within the assigned territory and work flexible hours, including evenings and weekends.
Proficient in Microsoft Office and CRM software.
Excellent sales and service strategy.
Ability to work independently and as part of a team.
Flexible and adaptable to changing business needs.
Bilingual in English and Spanish.
Certifications / Licences:
Current and valid health insurance license in PR.
Region Locations
Popular Branches
Available to travel within the Region:
North, Metro, East and West, among others.
Values
Passion for People
Own Every Moment
Succeed Together
Build the Future
Important:The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
ABOUT US
Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.
As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
If you have a disability or need more information about requesting an accommodation, please contact us atasesorialaboral@popular.com.This email inbox is monitored for such types of requestsonly. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
Are you ready for a rewarding career?
Popular is an Equal Opportunity Employer
Learn more about us at www.popular.com and keep updated with our latest job postings atwww.jobs.popular.com.
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