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Wider Circle

Community-based health and social engagement

Bilingual Medicare Sales Representative

Insurance Sales & AgencyUpdated on Nov 12
Full-timeRemote in USA

About the Job

Requirements

  • Minimum of two years of successful Medicare telesales, telemarketing, or customer service experience in a call center setting, with a background in Medicare products.
  • Ability to travel throughout the organization's service area.
  • Ability to work independently and as part of a team.
  • Effective verbal and written communication skills.
  • Effective computer and application knowledge of customer relationship management systems such as Salesforce and HubSpot, health plan portals, Google Workspace, and Microsoft Office Suite.
  • Must be a captive agent.
  • Current knowledge of Centers for Medicare & Medicaid Services regulations related to marketing, benefits, enrollment, and other guidelines governed by regulatory agencies.
  • Bachelor's degree in marketing, finance, or business administration.
  • Product and benefits training and/or other Centers for Medicare & Medicaid Services-required courses.

Responsibilities

  • Manage the prospective beneficiary cycle, including lead generation, relationship building, obtaining the Scope of Appointment, presenting products, converting sales, and managing Medicare beneficiary relationships.
  • Complete a predetermined daily goal of outbound calls to prospective beneficiaries to determine interest and eligibility and secure the Scope of Appointment.
  • Visit provider clinics in Los Angeles and Orange County to meet with beneficiaries.
  • Use a consultative sales approach to determine needs, present plans, handle obstacles, and close sales by phone or in person.
  • Educate prospective beneficiaries and complete the enrollment application process.
  • Answer product and service questions professionally and promptly.
  • Develop sites and secure organizations for community- and provider-based sales and marketing activities that create membership growth opportunities.
  • Attend daily and weekly team meetings to report production.
  • Provide and maintain reports on business activities, productivity tracking, forecasting, and sales analysis.
  • Maintain familiarity with competitors and the overall market environment.
  • Perform other related duties as assigned.

About the Company

Wider Circle

Community-based health and social engagement

Wider Circle builds peer-led community care in local neighborhoods to improve health and reduce isolation. It offers weekly events and activities—such as bus tours, fitness classes, community gardens, and wellness workshops—through lifelong memberships. Revenue comes from membership dues and partnerships with healthcare providers and community organizations. It differentiates itself by combining sustained peer support with a broad menu of local activities and partnerships to promote independence and stronger social connections.

Company size
51-200
Company stage
Series B
Total funding
$38M
Headquarters
Redwood City, CA
Founded
2015

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