Telesales / Retention Representative

Location: Remote-US, California US


This position is no longer open.

Job Number: 4669

Position Title: Telesales Retention Representative

External Description:

Position Summary:

The Telesales / Retention Representative will be responsible for increasing sales, pursuing, and establishing relationships with new customers, and achieving designated sales quotas while maintaining high levels of retention. The ideal candidate must be friendly, professional, and genuinely interested in the needs of our prospects/members to proactively address various customer-related needs. 

Work schedule is Mon-Fri 8 hours a day, hours vary from 5 AM – 8 PM PST.  

General Duties/Responsibilities:

(May include but are not limited to)

  • Answer incoming phone calls from prospective members and identify the type of assistance and information the customer needs with the goal to convert the caller to a qualified lead and ultimately the sale
  • Ask appropriate questions and listen actively to identify specific questions or issues while documenting required information in computer systems
  • Using knowledge of the product portfolio to accurately assess the distinct needs of different prospects, explain the differences between various products, and assist the prospect member in selecting a product that best meets their unique needs
  • Assist the prospect in completion of the enrollment application over the phone with complete, accurate, and required information, consistent with product requirements and standards established by all applicable federal /state laws and regulations and Alignment Health Plan’s Compliance Department
  • Meet the goals established for the position in the areas of sales quota, attendance, and other performance criteria
  • Meet and maintain requirements for agent licensure, appointments, and annual product certification
  • Direct prospects to the field sales team when needed
  • Conduct outbound calls relevant to enrollment/disenrollment campaigns, requests for information from community events, provider offices, after-hour messages, and website inquiries
  • Submit daily activity production reports and/or monthly reports as required.
  • Other duties may be assigned.

Supervisory Responsibilities:

This position has no direct employee supervisory responsibilities.

Minimum Requirements:

  1. Minimum Experience:
  • Strong knowledge and understanding of the CMS Marketing Guidelines.
  • Medicare HMO/PPO Health Plan knowledge and/or health insurance sales background required.
  • 4 – 7 Years’ Experience working in a call center and business to consumer telephone sales; experience using CMS Approved call center scripts.
  1. Education/Licensure:
  • Must have and maintain active Health/Accident/Life insurance license within respective selling states, currently CA, NC, NV, AZ and FL (required).
  1. Other:
  • Bilingual (Preferred).
  • Commitment to teamwork and the flexibility to adjust daily schedule, and work overtime and/or weekends, as needed during our sales season of October – December
  • Highly self-motivated with a desire to be successful.
  • Comfortable with ongoing change and learning new technology/processes.
  • Excellent communicator and presentation skills.
  • Intermediate level of proficiency with Microsoft Office (Word, Excel, Outlook).

Essential Physical Functions:

While performing the duties of this job, the employee is regularly required to talk and listen. The employee regularly is required to sit for a long period of time during the Annual Enrollment Period.

City: Remote-US

State: California

Location City: Remote-US

Location State: California

Community / Marketing Title: Telesales / Retention Representative

Company Profile:

Alignment Health was founded with a mission to revolutionize health care with a serving heart culture. Through its unique integrated care delivery models, deep physician partnerships and use of proprietary technologies, Alignment is committed to transforming health care one person at a time.

By becoming a part of the Alignment Health team, you will provide members with the quality of care they truly need and deserve. We believe that great work comes from people who are inspired to be their best. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment community.

EEO Employer Verbiage:

Alignment requires all new hires to follow local and/or state requirements regarding the COVID-19 vaccine and booster.  If applicable, proof of vaccination and booster will be required as a condition of employment subject to legal exemptions.  This policy, which Alignment reserves the right to modify, is part of Alignment’s ongoing efforts to ensure the safety and well-being of its staff and community and to support public health efforts.

Alignment Healthcare, LLC is proud to practice Equal Employment Opportunity and Affirmative Action. We are looking for diversity in qualified candidates for employment: Minority/Female/Disable/Protected Veteran.

If you require any reasonable accommodation under the Americans with Disabilities Act (ADA) in completing the online application, interviewing, completing any pre-employment testing or otherwise participating in the employee selection process, please contact [email protected].

*DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health’s talent acquisition team, please email [email protected].