About the position
Florida Blue, a GuideWell Company, has been a trusted provider of health insurance in Florida for 75 years, dedicated to helping individuals and communities achieve better health. We are seeking a Bilingual Sales Consultant to join our team at the Port St. Lucie Center. This role is pivotal in delivering a best-in-class customer experience, driving market share, and ensuring long-term retention of our membership. The ideal candidate will be a friendly and outgoing individual with a passion for helping others navigate their healthcare options. As a Sales Consultant, you will engage with prospects and existing customers, providing consultative sales and service experiences. Your responsibilities will include analyzing customer needs, presenting suitable products, and ensuring that new customers are well-informed about our services. You will also be responsible for cross-selling multiple product sets, generating leads, and maintaining relationships with existing clients to enhance retention and loyalty. In addition to sales operations, you will play a crucial role in community engagement and business development. This includes executing a personal business development plan, conducting grassroots marketing, and building relationships with local organizations to increase awareness of our services. You will also support center operations by ensuring a welcoming environment for all customers and participating in special events and projects. To succeed in this role, you must be adaptable to change and possess a strong understanding of our products and services. You will be expected to meet production targets and customer satisfaction scores consistently, contributing to the overall success of the Retail Centers.
Responsibilities
- Provide consultative sales and service experience for customers seeking information and education on available products.
- Use web-based tools and sales systems to analyze prospective customer needs and match to appropriate company products and services.
- Conduct plan comparison and analysis for new or existing members seeking new solutions.
- Present and explain recommended products, benefits, features, and alternatives.
- Ensure new customers receive orientations/information regarding self-service and shopping tools, incentives and value-added features and information.
- Promote additional services available to members through center clinicians and service consultants.
- Cross-sell multiple product sets to deliver additional value to members and the enterprise.
- Utilize face-to-face, telephonic, and electronic methods to respond to customer requests for information, quotes, and/or to process sales.
- Consistently meet/exceed production targets, effectiveness measurements, and customer satisfaction scores.
- Generate and act upon leads for new sales and member retention.
- Perform daily outbound calls and lead management tactics to previous or prospective customers to drive sales.
- Conduct outbound call campaigns to company generated sales leads.
- Generate referrals from existing client base through proactive outreach, relationship building, and delivering a best-in-class experience.
- Identify and contact at-risk customers; develop and execute retention strategies with solutions that meet customer needs.
- Set appointments for sales and member retention visits through various campaigns.
- Maintain an ongoing relationship with previous customers to drive retention and loyalty.
- Follow standard operating procedures to effectively disposition, track, and record outcomes of work efforts.
- Conduct formal and informal sessions, individually or within small groups, providing information and answering questions to ensure customers understand products, benefits and tools, and how to use them.
- Track and report enrollment support activities and outcomes.
- Develop and execute a personal business development plan inclusive of internal and external community engagement tactics to support individual and team goal attainment throughout the year.
- Perform local grassroots marketing, networking, event activation, and relationship building outside of the center to drive growth and advance the company mission.
- Build and foster relationships with key constituents, organizations, networking groups, etc. to build community awareness of the center services.
- Travel to employer groups to provide onsite enrollment assistance to individuals requiring individual coverage.
- Meet/exceed monthly targets for community engagement work and effectively record, track, and measure the impact to build or adjust future plans.
- Support Field Marketing, Local Market Presence, and Foundation initiatives to drive greater brand awareness and market share for the enterprise.
- Provide support for special events and projects for the general public in the Retail Center.
- Help ensure all customers are warmly greeted, their needs are assessed quickly and they are referred to the appropriate setting, person, information or tools to address their needs.
- Host Customer Video Appointments.
- Provide informational tours to individuals or small groups explaining the value of the retail center to the community.
Requirements
- 2+ years of experience in a retail sales environment.
- Must be willing to work flexible hours to include evenings.
- Demonstrated ability to meet/exceed goals.
- State of FL Health Insurance License (240) or must acquire within 60 days.
- High School Diploma.
Nice-to-haves
- Experience with health insurance products to include individual and group plans.
- Experience in networking, public speaking, and relationship management.
- Bilingual - Spanish.
- Experience in outside sales and/or business development.
Benefits
- Medical, dental, vision, life, and global travel health insurance.
- Income protection benefits: life insurance, Short- and long-term disability programs.
- Leave programs to support personal circumstances.
- Retirement Savings Plan includes employer contribution and employer match.
- Paid time off, volunteer time off, and 11 holidays.
- Additional voluntary benefits available.
- A comprehensive wellness program.
