Job Description
Keystone Advisors Overview
Keystone Advisors partners with top insurers to help clients find essential health coverage in forty-eight states. We provide individuals, families, and employer groups health, dental, vision, life and disability, and Medicare options including Medicare Advantage, Medicare Supplement Insurance, and Prescription Drug Part D plans.
Not all plans are created equal, and not all clients have the same needs either. We make sure that the right health plan suits our client's needs. Unlike agents selling and promoting a single plan, Key Health Plans presents you with a wide range of plan options. We attend our meetings ready to discuss plans and benefits that suit our client's needs. We lay all options on the table and walk them through each health plan until we narrow it down to one that fits them and their pocket.
We are experts in the health insurance market and define our outstanding performance. Our team does their best to match our clients' needs. We are proud of helping thousands of Americans to find peace of mind and economic stability. Even though many things have changed throughout the decades, one thing remains the same: We are the key to finding the right health plan for you.
Job Purpose
Keystone is a fast-growing company seeking top talent in Texas, Utah, and Florida. If you enjoy working in a fast-paced, energetic atmosphere and offer top valued health care options for consumers nationwide, Keystone Advisors may be the right fit for you.
We are seeking an experienced licensed tele sales manager to lead a robust team of tele sales professionals. You will be responsible for team alignment, goal development, set sales targets, ensuring phone service levels are met.
Qualifications/Requirements
• 3+ years of sales management experience with direct ownership of revenue and team performance.
• Proven history of meeting or exceeding sales targets through team leadership.
• Experience managing sales pipelines, forecasting, and performance metrics.
• Strong coaching and performance management skills.
• Proficiency in CRM systems; Salesforce preferred.
• Advanced Excel skills (pivot tables, VLOOKUP)
• Strong communication skills (verbal and written)
• Ability to manage multiple priorities and meet deadlines in a high-volume environment.
• Professional under pressure.
• Ability to work full-time within operating hours.
• Bilingual preferred
Duties & Responsibilities
• Lead, manage, and develop a team of Telesales representatives to achieve sales targets and performance standards.
• Coach, train, and evaluate team performance; identify gaps and implement targeted development plans.
• Execute sales strategies and support leadership in planning, forecasting, and KPI tracking,
• Monitor sales performance, pipeline activity, and key metrics; take action to improve results.
• Analyze sales and call center data; produce and distribute daily, weekly, and monthly performance reports.
• Oversee commission reporting to ensure accuracy and timely processing.
• Partner with leadership on hiring decisions, including interviewing and selection of new team members.
• Ensure team readiness on products, systems, and compliance requirements, including insurance and Medicare knowledge.
• Identify licensing and certification requirements; coordinate completion to support market and carrier needs.
• Drive continuous process improvement and adoption of best practices across the team.
• Ensure achievement of operational metrics, including service levels, productivity, and customer satisfaction.
• Provide day-to-day support to the team on processes, systems, and sales execution.
• Foster a culture of accountability, communication, and performance.
• Support leadership with additional initiatives as needed.
Qualifications
• 3+ years of sales management experience with direct ownership of revenue and team performance.
• Proven history of meeting or exceeding sales targets through team leadership.
• Experience managing sales pipelines, forecasting, and performance metrics.
• Strong coaching and performance management skills.
• Proficiency in CRM systems; Salesforce preferred.
• Advanced Excel skills (pivot tables, VLOOKUP)
• Strong communication skills (verbal and written)
• Ability to manage multiple priorities and meet deadlines in a high-volume environment.
• Professional under pressure.
• Ability to work full-time within operating hours.
• Bilingual preferred
Physical Requirements
• Ability to remain seated for extended periods.
• Ability to stand, bend, and move as needed.
• Clear verbal communication and ability to hear and respond effectively.
• Regular use of computer, keyboard, and telephone systems.
• Manual dexterity for routine office tasks using hands and fingers.
• Commitment to maintaining personal well-being and supporting a culture of health and wellness.
Company benefits
At Keystone Advisors, we value our employees and strive to offer a well-rounded and competitive benefits package, including:
• Medical, Dental, and Vision Insurance
• Short-Term and Long-Term Disability (STD/LTD)
• Life Insurance and AD&D Coverage
• Paid Holidays and Paid Time Off (PTO)
• 401(k) retirement savings program
• Employee Assistance Program (EAP)
• Wellness Programs, including mental health support.
• Gym Membership
• Quarterly Employee Appreciation Activities
• Professional Development Opportunities
Keystone Advisors partners with top insurers to help clients find essential health coverage in forty-eight states. We provide individuals, families, and employer groups health, dental, vision, life and disability, and Medicare options including Medicare Advantage, Medicare Supplement Insurance, and Prescription Drug Part D plans.
Not all plans are created equal, and not all clients have the same needs either. We make sure that the right health plan suits our client's needs. Unlike agents selling and promoting a single plan, Key Health Plans presents you with a wide range of plan options. We attend our meetings ready to discuss plans and benefits that suit our client's needs. We lay all options on the table and walk them through each health plan until we narrow it down to one that fits them and their pocket.
We are experts in the health insurance market and define our outstanding performance. Our team does their best to match our clients' needs. We are proud of helping thousands of Americans to find peace of mind and economic stability. Even though many things have changed throughout the decades, one thing remains the same: We are the key to finding the right health plan for you.
Job Purpose
Keystone is a fast-growing company seeking top talent in Texas, Utah, and Florida. If you enjoy working in a fast-paced, energetic atmosphere and offer top valued health care options for consumers nationwide, Keystone Advisors may be the right fit for you.
We are seeking an experienced licensed tele sales manager to lead a robust team of tele sales professionals. You will be responsible for team alignment, goal development, set sales targets, ensuring phone service levels are met.
Qualifications/Requirements
• 3+ years of sales management experience with direct ownership of revenue and team performance.
• Proven history of meeting or exceeding sales targets through team leadership.
• Experience managing sales pipelines, forecasting, and performance metrics.
• Strong coaching and performance management skills.
• Proficiency in CRM systems; Salesforce preferred.
• Advanced Excel skills (pivot tables, VLOOKUP)
• Strong communication skills (verbal and written)
• Ability to manage multiple priorities and meet deadlines in a high-volume environment.
• Professional under pressure.
• Ability to work full-time within operating hours.
• Bilingual preferred
Duties & Responsibilities
• Lead, manage, and develop a team of Telesales representatives to achieve sales targets and performance standards.
• Coach, train, and evaluate team performance; identify gaps and implement targeted development plans.
• Execute sales strategies and support leadership in planning, forecasting, and KPI tracking,
• Monitor sales performance, pipeline activity, and key metrics; take action to improve results.
• Analyze sales and call center data; produce and distribute daily, weekly, and monthly performance reports.
• Oversee commission reporting to ensure accuracy and timely processing.
• Partner with leadership on hiring decisions, including interviewing and selection of new team members.
• Ensure team readiness on products, systems, and compliance requirements, including insurance and Medicare knowledge.
• Identify licensing and certification requirements; coordinate completion to support market and carrier needs.
• Drive continuous process improvement and adoption of best practices across the team.
• Ensure achievement of operational metrics, including service levels, productivity, and customer satisfaction.
• Provide day-to-day support to the team on processes, systems, and sales execution.
• Foster a culture of accountability, communication, and performance.
• Support leadership with additional initiatives as needed.
Qualifications
• 3+ years of sales management experience with direct ownership of revenue and team performance.
• Proven history of meeting or exceeding sales targets through team leadership.
• Experience managing sales pipelines, forecasting, and performance metrics.
• Strong coaching and performance management skills.
• Proficiency in CRM systems; Salesforce preferred.
• Advanced Excel skills (pivot tables, VLOOKUP)
• Strong communication skills (verbal and written)
• Ability to manage multiple priorities and meet deadlines in a high-volume environment.
• Professional under pressure.
• Ability to work full-time within operating hours.
• Bilingual preferred
Physical Requirements
• Ability to remain seated for extended periods.
• Ability to stand, bend, and move as needed.
• Clear verbal communication and ability to hear and respond effectively.
• Regular use of computer, keyboard, and telephone systems.
• Manual dexterity for routine office tasks using hands and fingers.
• Commitment to maintaining personal well-being and supporting a culture of health and wellness.
Company benefits
At Keystone Advisors, we value our employees and strive to offer a well-rounded and competitive benefits package, including:
• Medical, Dental, and Vision Insurance
• Short-Term and Long-Term Disability (STD/LTD)
• Life Insurance and AD&D Coverage
• Paid Holidays and Paid Time Off (PTO)
• 401(k) retirement savings program
• Employee Assistance Program (EAP)
• Wellness Programs, including mental health support.
• Gym Membership
• Quarterly Employee Appreciation Activities
• Professional Development Opportunities
💡 Quick Summary
Seeking a career-building opportunity? The Telesales Manager position is now open for candidates interested in the Marketing Executive Jobs sector. This role in Houston offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Marketing Executive Jobs is a plus.
