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Sales Agent

External
amerilife logoAmerilife · Tampa
Full-timeOn-site2w ago
ComplianceCRMLeadership
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Responsibilities

  • Handle inbound and outbound sales calls with professionalism and urgency.
  • Educate prospective clients on Medicare Advantage (MAPD), Prescription Drug Plans (PDP), and Medicare Supplement options.
  • Assess client needs and recommend suitable products based on eligibility, healthcare requirements, and budget.
  • Accurately complete applications using enrollment platforms while ensuring compliance with CMS regulations.
  • Maintain knowledge of carrier products, plan changes, and industry updates.
  • Meet and exceed individual sales goals and call performance metrics.
  • Document call notes and update CRM systems in real time.
  • Provide excellent customer service while building trust and rapport with clients.
  • Adhere to all compliance, script, and disclosure requirements.

Requirements

  • High school diploma or equivalent
  • 1+ years of sales experience in a call center environment preferred; Medicare sales experience strongly desired.
  • Strong verbal communication and active listening skills.
  • Ability to work in a fast-paced, high-volume environment.
  • Comfortable using CRM systems, quoting tools, and enrollment platforms (e.g., Sunfire, Connecture ).
  • Goal -oriented mindset with the ability to work independently and as part of a team.
  • Competencies & Skills
  • Customer-First Mindset: Ability to educate and assist beneficiaries with empathy and patience.
  • Sales Drive: Motivated to meet quotas and performance targets.
  • Compliance Focus: Commitment to following CMS and company sales guidelines.
  • Adaptability: Ability to handle objections and adjust communication style for different clients.
  • Time Management: Ability to manage multiple calls, tasks, and deadlines effectively.

Benefits

Competitive base pay plus uncapped commission structure.Paid training with ongoing product and compliance updates.Licensing support (where applicable).Opportunity to qualify for sales incentives and recognition programs (e.g., President's Club, performance bonuses).Health, dental, vision, and retirement benefits (based on eligibility).Career growth opportunities in leadership and management.What AmeriLife OffersA comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.Equal Employment Opportunity StatementAmericans with Disabilities Act (ADA) StatementPay Transparency StatementHealth insuranceDental insuranceVision insurancePaid time offEquity / 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 We are seeking motivated and customer-focused sales agents to join our growing team. In this role, you will be responsible for assisting Medicare-eligible beneficiaries in understanding their healthcare options and enrolling in plans that best fit their needs. Agents will handle inbound and outbound calls, educate clients on plan benefits, and ensure compliance with all CMS (Centers for Medicare & Medicaid Services) guidelines. Job Description

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