Conduct outbound and inbound calls with leads to explain Medicare insurance options.
Qualify prospects, assess client needs, and recommend appropriate plan solutions.
Complete applications and enroll clients in Medicare Advantage, Medicare Supplement, or Part D plans.
Meet or exceed individual sales goals and compliance standards set by management.
Client Support & Retention
Provide ongoing support to clients post-enrollment, answering policy-related questions.
Develop long-term relationships to drive renewals and referrals.
Follow up with clients annually to review plan performance and explore better-fit options.
Compliance & Documentation
Maintain accurate records in CRM and follow CMS guidelines and company protocols.
Complete all required certifications and continuing education for licensing and carrier compliance.
Adhere to all HIPAA and data privacy regulations.
Requirements
Active health insurance license required (Medicare experience preferred).
Excellent verbal communication and interpersonal skills.
Motivated, goal-driven, and comfortable in a performance-based environment.
Basic computer proficiency and ability to learn internal systems (e.g., CRM).
Ability to work in a fast-paced call center or remote environment.
What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
Equal Employment Opportunity Statement
Americans with Disabilities Act (ADA) Statement
Pay Transparency Statement
Background Screening Statement
Benefits
Health insuranceDental insuranceVision insurancePaid time offRemote work optionsEquity / stock optionsPerformance bonus
Additional Information
Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
The Licensed Sales Agent at Bobby Brock Insurance plays a critical role in helping clients navigate their Medicare insurance options. This position is responsible for educating prospects, identifying their insurance needs, and enrolling them in the appropriate plans. The agent must be a licensed insurance professional who can build trust with clients, communicate effectively, and consistently close sales opportunities.
Job Description
Amerilife · Tupelo, MS