Medicare Telesales Representative

Location: Santa Barbara, CA (In-Office)

Schedule: Full-time

Compensation: $63,195 – $91,632 annually ($30.38 – $44.05 per hour), depending on experience and qualifications

Reports To: Director of Communications & Marketing

About the Role

Our client is seeking a Medicare Telesales Representative to support enrollment efforts for a Dual Eligible Special Needs Plan (D-SNP). This role is focused on engaging existing members through inbound and outbound calls—no cold lead generation required. The ideal candidate is licensed (or willing to become licensed), bilingual in English/Spanish, and excited to work in a mission-driven, community-based health organization.

Key Responsibilities

• Conduct inbound and outbound telesales calls to current CenCal Health Medi-Cal members
• Educate members about the D-SNP product, verify eligibility, and complete enrollments
• Adhere to approved sales scripts and CMS/DHCS regulatory guidelines
• Schedule in-home appointments or community events as needed
• Document all activity in the CRM system (EvolveNXT) to ensure compliance
• Help members make informed decisions by researching doctors and prescriptions
• Follow up on partial enrollments and after-hours inquiries
• Maintain sales performance standards and compliance certification (including AHIP)
• Participate in departmental meetings and contribute to a high-integrity team culture

Qualifications

Required

• High school diploma or equivalent
• Active CA Life, Accident, and Health license—or ability to obtain within 60 days (training/licensing costs covered)
• Reliable transportation, valid driver’s license, and auto insurance
• Experience with Medicare, Medi-Cal, or community-based outreach
• Excellent interpersonal, verbal communication, and customer service skills
• Strong technical ability, especially with Microsoft Office Suite
• Bilingual in English and Spanish
• Ability to work respectfully and ethically with a vulnerable population

Preferred

• Bachelor’s degree in a related field
• 1+ year of Medicare D-SNP or MAPD telesales or field sales experience
• Familiarity with EvolveNXT CRM (training provided if not)

Ideal Candidate Competencies

• Strong initiative and motivation to meet enrollment targets
• Detail-oriented, organized, and thorough in CRM documentation
• Adaptable to shifting priorities and workflows
• Committed to continuous learning and professional growth
• Compassionate and mission-aligned