Hybrid Field Sales Representative - Medicare (OH, IL, PA, TX, FL, MO)

Position Information

We are hiring in the following locations: 

Ohio - Columbus, Cleveland, Cincinnati

Pennsylvania - Philadelphia, Pittsburgh

Illinois - Chicago

Texas - Dallas

Florida - Miami, Jacksonville

Missouri - Kansas City, St. Louis

Position Summary

The Hybrid Field Sales Representative (HFSR) is responsible for driving sales growth by building and managing a book of business through a combination of field based sales activities and telesales programs. This role sells, cross sells, upsells, and retains members using the Aetna Individual Medicare product portfolio.

The position follows a hybrid operating model consisting of 3 days in the field and 2 days supporting inbound and outbound call queues. This model is designed to lower acquisition costs, increase agent productivity, strengthen local market presence, and expand direct to consumer growth by engaging members in person or by phone, based on their preferences..

The Hybrid Field Sales Representative owns the member relationship throughout the year and serves as the primary point of contact for member inquiries related to plan benefits, products, and service offerings. The role also includes resolving issues related to product utilization. This position is part of a high performing team with a strong focus on professional development and career growth.

What you will do

Acquire, convert, and retain new and existing members through a combination of field based programs, including face to face appointments, retail engagements, provider relationships, centers of influence, referrals, and inbound and outbound calls.

Assess customer needs using consultative, needs based questioning and active listening to recommend appropriate Medicare products and services.

Own the end to end member relationship throughout the year, serving as the primary point of contact for plan, benefit, product, and service inquiries, and resolving product utilization issues.

Accurately document sales activities, call interactions, leads, and center of influence relationships within the hybrid field sales technology platforms.

Achieve sales, quality, retention, and performance goals while adhering to state, federal, and CMS Medicare sales requirements, including secret shopper and quality standards.

Continuously develop sales, product, and system knowledge to support customer acquisition metrics, key performance indicators, and professional growth.

Required Qualifications

Bachelor’s degree or 1-2 years of experience selling Medicare products, including Medicare Advantage and Medicare Supplement plans.

Ability to obtain a Life and Health insurance license within 60 days of employment start date.

Strong communication, presentation, and listening skills with the ability to perform consultative selling conversations in person and by phone.

Proven ability to build, manage, and grow a book of business in a fast paced, performance driven environment.

Strong problem solving, decision making, and basic mathematical skills without reliance on a calculator.

Regular and reliable attendance, ability to travel locally as required, and willingness to perform additional duties as assigned by leadership.

Preferred Qualifications

High level of proficiency with computers, Microsoft Office, and sales related technology systems, with the ability to multitask while on calls. (this was moved down from the Required Qualifications

Self-motivated, adaptable, and resilient, with the ability to remain professional when handling dissatisfied customers.

Demonstrated growth mindset, collaboration skills, and commitment to continuous development.

Experience assessing consumer needs and applying cost benefit analysis to recommend solutions.

Demonstrated success achieving or exceeding sales goals.

Creative and strategic thinker with the ability to develop innovative solutions for customers.

Education

Bachelors degree or High School Diploma with 1-2 years of Medicare sales experience.