Pre-Sales Intake Specialist [Hourly Base + Monthly Incentive]

Salary: $55,000-$65,000/yrMy Senior Health Plan, a leader in the Medicare B2C space for nearly 20 years, is looking for a motivated and energetic Pre-Sales Intake Specialist to join our growing team in La Jolla, CA. If you have a strong background in sales, business development, and customer service, and are passionate about making a difference in the lives of seniors, we want to hear from you! Job Summary: As a Pre-Sales Intake Specialist, you will play a vital role in driving our success by engaging clients and setting up appointments for our licensed sales team. Youll be responsible for outbound and inbound calls, building relationships, and effectively communicating the value of My Senior Health Plans services. Job Duties and Responsibilities:Make outbound calls and take inbound calls to engage potential clients.Professionally present My Senior Health Plans services and build rapport with (warm) leads.Create and update client profiles in our CRM and assist with scheduling appointments or live transfers to licensed agents.Use sales tactics to nurture leads and meet sales targets.Stay informed about Medicare products and insurance basics.Consistently meet sales goals and administrative deadlines.Requirements:3 years of experience in inside sales.Bilingual in Spanish is strongly preferred.Job stability and tenure in previous roles.Excellent phone presence and communication skills (both verbal and written).Proficiency in Microsoft Office and CRM software.Tech-savvy and capable of managing multiple tasks.Ability to work in a fast-paced, goal-oriented environment.Experience with auto-dialers.Strong interest in the insurance industry is essential.Willingness to become a licensed sales agent (all materials provided by My Senior Health Plan).Working Conditions:Stationary role, operating a computer and office equipment.Light lifting (up to 25 lbs.).Office environment with occasional movement within the workspace. Remote work can potentially be negotiated if the candidate lives 50 miles away from the office.Schedule is Monday-Friday 8:30am-5:15pm.Why Join Us?Competitive hourly base pay with monthly performance-based bonuses. Base pay range is equivalent to $41,600 to $47,840 annually, with the potential to earn $55,000$65,000 annual monetary compensation (base pay and bonuses).Health insurance (medical, dental, vision) with 75% employer paid.Ancillary benefits (life, pet care, disability, hospital indemnity, accident, critical illness).401(k) plan with matching and profit-sharing.Paid vacation, sick time, and company holidays, including the week of Christmas.Positive work environment in the heart of the La Jolla Cove - walk to the ocean on your lunch break!Paid parking in La Jolla, CA.No cold calls, all warm leads.Opportunity to pursue certification as a Licensed Medicare Sales Representative, with paid study resources and exam materials. Plus, the potential to earn $115,000 annually as you advance in that role.WhatWereLooking For:Want It:You genuinely want to be in this role and thrive in a sales-driven environment.Youremotivated by helping clients make informed decisions about their Medicare options and enjoy working toward measurable goals. You see this position as a career opportunity, not just a job.Get It:You fully understand what success looks like in this role. You grasp the importance oftimelyfollow-up,accurateCRM management, and effective communication. You know how to build trust with clients, overcome objections, andmaintaina positive attitude even when challenges arise.Capacity to Do It:You have the skills, experience, and bandwidth to excel. This means strong organizational abilities, resilience under pressure, and the ability to manage multiple priorities without sacrificing quality.Youretech-savvy, comfortable with CRM systems, and capable of learning new tools quickly. Most importantly, you have the emotional intelligence to connect with clients and the persistence to hit and exceed sales targets.Our Core Values:Client-Centric Service:Always put the client first.Integrity:Do the right thing, every time.Positivity:Bring energy and optimism to every interaction.Growth Mindset:Embrace learning and continuous improvement.Ready to make a difference? If you're a driven sales professional looking to grow your career while helping Medicare-eligible individuals, apply today to join My Senior Health Plans mission-driven team!My Senior Health Plan is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender, sexual orientation, gender identity, gender expression, transgender, pregnancy, marital status, national origin, ancestry, citizenship status, age, disability, protected Veteran Status, genetics or any other characteristic protected by applicable federal, state, or local law.*All offers of employment are contingent upon successfully passing a pre-employment drug test and background check. My Senior Health Plan.com Inc. participates in E-Verify.AI Use DisclosureTo make our hiring process smooth and efficient, we use tools like BambooHR (application tracking), Hireflix (on-demand interviews), and Calendly (scheduling), and TestGorilla (skills assessments). These tools help us stay organized, but all applications and results are carefully reviewed by real people.AI supports our process, it doesnt replace human judgment. We also take steps to reduce potential bias in the tools we use, so every candidate is considered fairly.

Salary : $41,600 - $47,840