The Annual Election Period and Open Enrollment Period in retail locations, like Walmart or CVS, or Grocery setting can be great for your business and allow you to help people with Medicare questions. Keep reading for some tips on how to sell Medicare at a store kiosk.
About Selling Medicare in Retail Settings
Selling Medicare in retail settings during the Annual Election Period is a great opportunity for brokers. It is a chance for brokers to set up their own kiosks in retail locations near them and gather Medicare clients that way. Generally, booths will be set up near the checkouts where foot traffic is heaviest.
Brokers can sell Medicare in stores like Walmart if they are contracted with at least two of the top Medicare Advantage carriers. This program is designed to drive prospective clients to you, not the other way around. Brokers cannot approach prospects, but with the help of a friendly smile, Medicare beneficiaries won’t hesitate to ask you questions. We have 15 Walmart locations and other retail spots for our agents. We also offer the opportunity to secure your own Walmart location.
Retail Sales Best Practices
As we mentioned, the opportunity to market your services in a local store throughout the Annual Election Period can be quite fruitful for your business.
Set up your kiosk. Your table and display are one of the first things potential clients will notice. Keep your kiosk clean, orderly, and professional. Stay close to the kiosk and operate from the side of the table with your chairs and space positioned for conversations.
Be friendly and inviting. Make a friendly first impression, it’s important to posture yourself in a welcoming manner. You’re someone these potential clients can trust, and you should act like it. Remain standing and greet as many people as you can. It’s a simple way to start a conversation and invites passersby to interact with you. Don’t just be nice to store customers, though. Take time to get to know your colleagues throughout the store and let them know why you’re there and how you can help. Introduce yourself and have real conversations with people. Bring plenty of business cards for distribution and make sure to wear your name tag.
Be prepared. You never know what might happen, so be prepared for any situation. Know your material front to back and have everything you need with you. Always be ready with an SOA, so that you are prepared for both “walk-up” appointments and scheduled appointments.
Be present, even when you’re not there. Your kiosk should still look nice and be a source of information even when you aren’t in the store. Attach your business card to brochures and leave them at the table after hours for people to pick up. If you’re sharing the space with other brokers, make sure you consolidate all your hours into one sign.
Tamie can help you get into a retail location. This is a great way to start, after your first AEP you will be a seasoned pro! Then you can learn to present T-65 Events.