Benefit Advisor

General Position Description:

The Benefit Advisor (BA) is first the point of contact for consumer prospects (leads) who are reaching out to RMiQ seeking Medicare or Marketplace solutions. The BA introduces the lead(s) to the RMiQ Program while uncovering the path for a seamless and engaging lead-to-client conversion. This position is required to be an active member of the New Business phone queue, manage and organize their sales pipeline using a CRM database, maintain continuous and meaningful contact with each lead, foster relationships within their book of business in order to generate an ongoing 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.

Primary Job Responsibilities:

• Accept incoming calls through the New Business phone queue and respond in a timely manner to lead inquiries to understand their needs, cultivate relationships, and determine when they will be a candidate for Medicare
• Engage and educate leads about Medicare and plan options; help them understand the RMiQ Program including Lifelong Support
• Act as a trusted advisor and guide the lead through each step of their transition to Medicare enrollment
• Schedule and 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)
• Meet established quarterly sales goals
• Responsible for submitting a weekly sales, referral and pipeline productivity summary to Team Lead
• Ensure all documentation and enrollment forms are complete, and submitted in a timely 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 and activities in CRM
• Stay current on all training, licensing, certifications, appointments, carrier and product knowledge
• Follow all Medicare, CMS and RMiQ compliance rules, procedures, 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
• 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 license (will be required after hiring)

  • Accepted file types: pdf, doc, docx.