Benefit Advisor

General Position Description:

The Benefit Advisor (BA) is a sales consultant position whose primary function is to enroll consumer prospects (leads) onto Medicare plans. The BA works with the Program Advisor team to introduce leads to the RetireMEDiQ Program while uncovering the path for a seamless and engaging lead-to-client conversion. Leads that contact RetireMEDiQ are qualified by the Program Advisors and scheduled when it is determined appropriate to meet with a BA (no cold calling). This position is required to manage and organize a sales pipeline using a CRM database, maintain continuous and meaningful contact with each lead, and foster relationships within their book of business in order to generate an ongoing abundant referral stream.


The Benefit Advisor is a full-time, professional inside sales and administrative role. It is an exempt position, with a base salary and commission compensation plan, with bonus opportunities.

Primary Job Responsibilities:

• Achieve quarterly sales targets through enrolling leads on various Medicare plans and related ancillary products
• Engage and educate leads about Medicare and tailor the strongest plan options for their specific situation
• Present plan options and close sales while overcoming objections
• Act as a trusted advisor and guide the lead through each step of their transition to Medicare enrollment
• Explain the RetireMEDiQ Program, including Lifelong Support
• Conduct face-to-face and telephone appointments with leads in a professional and courteous manner
• Proactively manage and organize sales pipeline by following up within a set timeframe on all assigned leads including
voicemails and emails
• Generate referral leads through personal objective channels (direct phone, email, and URL landing page)
• Submit weekly sales, referral and pipeline productivity summary to the Manager of Consumer Sales
• Ensure all documentation and enrollment forms are complete and submitted in a timely, efficient manner
• Fully complete and/or update all critical CRM data entry (doctors, prescriptions, target and projected Medicare effective dates) accurately and in a detailed, timely manner to ensure proper pipeline organization
• Document all conversations, activities, etc. in CRM
• Remain current on all training, licensing, certifications, appointments, carrier and product knowledge
• Follow all Medicare, CMS and RetireMEDiQ compliance rules, procedures, security measures etc.
• Serve as a RMiQ ambassador internally and externally, displaying our core values of integrity, family, teamwork,
knowledge and communication

Education, Skills and Experience Requirements:

• Bachelor’s Degree in business or related field
• Sales orientation with proven closing skills; prior experience is preferred
• Accountability for achieving both quarterly sales targets and other business objectives
• Strong professional verbal/written communication and phone skills
• Dynamic people, relational and organizational skills
• Professional demeanor, positive attitude and team player; embraces change
• Strong analytical, problem solving, critical thinking and time management skills; able to multi-task
• Self-motivated and takes initiative appropriate for the role
• Good working knowledge of Microsoft Office, internet
• Able to quickly learn and navigate CRM and other company tools and resources
• Obtain and maintain Health Insurance licensure (company -paid, will be required after hiring)

  • Accepted file types: pdf, doc, docx.