Health Insurance Lead Qualifier — Path to Licensed Agent

Platinum Health Solutions; Melville (NY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Platinum Health Solutions is seeking a motivated Sales Representative (Fronter) to be the first contact for prospective health insurance clients in Melville, NY. This in-person role handles inbound and outbound leads, qualifies prospects, and transfers serious candidates to licensed agents to complete enrollment.

The position offers a path to advance into a licensed sales role, with training provided and performance-based bonuses.

Qualifications

• Strong communication and listening skills.
• Able to build rapport and handle objections professionally.
• Organized, reliable, and goal-oriented.
• Basic computer skills and familiarity with CRM is a plus.
• Previous call center or sales experience is a plus but not required.

Responsibilities

• Make outbound calls and/or handle inbound inquiries from potential health insurance customers.
• Engage prospects in friendly, professional conversations to understand their needs and intent.
• Ask qualifying questions to determine eligibility, interest level, and readiness to enroll.
• Clearly explain the next steps in the health insurance enrollment process (without selling or advising on plans).
• Identify and filter out uninterested, unqualified, or non-serious leads.
• Accurately document call outcomes and customer information in the CRM system.
• Warm-transfer or schedule qualified, serious prospects with licensed sales agents.
• Maintain compliance with company policies, call scripts, and data privacy standards.
• Meet or exceed daily and weekly activity and qualification targets.

Skills

Communication skills

Active listening

Rapport building

Organization

Basic computer skills

Call center experience

Job description

Platinum Health Solutions is seeking a motivated Sales Representative (Fronter) to be the first contact for prospective health insurance clients in Melville, NY. This in-person role handles inbound and outbound leads, qualifies prospects, and transfers serious candidates to licensed agents to complete enrollment.

The position offers a path to advance into a licensed sales role, with training provided and performance-based bonuses.