AmeriLife
insurance
SalesAgent
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Sales Agent at AmeriLife. Skills: Sales, Client Needs Assessment, Insurance Enrollment, Client Relationship Management. Educating prospects. identifying their insurance needs”
What You'll Achieve.
Meet or exceed individual sales goals; compliance standards
Industry & Context.
Ability to work in a fast-paced call center or remote environment, Background screening
What They're Looking For.
Must Have
Active health insurance license required
Nice to Have
Medicare experience preferred
What You'll Do.
identifying their insurance needs
enrolling them in the appropriate plans
Conduct outbound and inbound calls with leads to explain Medicare insurance options
and recommend appropriate plan solutions
Complete applications and enroll clients in Medicare Advantage
Meet or exceed individual sales goals and compliance standards set by management
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
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
How You'll Work.
Communication Scope
Excellent verbal communication; interpersonal skills
Full Job Description
**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** ## Key Responsibilities: ### Sales & Enrollment * 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. ## Qualifications: * Active health insurance license required (Medicare experience preferred). * Excellent verbal communication and interpersonal skills. * Motivated, goal-drive
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