Pre qualifying agent into sales

Platinum Health Solutions LLC; Melville (NY); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

A health insurance company is seeking a motivated Sales Representative (Fronter) in Melville, NY. You will engage with health insurance prospects, qualify leads, and transfer serious inquiries to licensed agents. This full-time role offers a supportive environment, competitive salary, and opportunities for advancement into licensed positions. Ideal candidates should possess strong communication skills and the ability to work effectively in a fast-paced setting.

Qualifications

• Excellent communication skills and willingness to engage customers.
• Organized and reliable with a strong work ethic.
• Ability to handle objections professionally.
• Organized, reliable, and goal-oriented with attention to detail.
• Experience in call center, customer service, or sales is a plus.

Responsibilities

• Make outbound calls and handle inbound inquiries.
• Engage prospects in professional conversations.
• Accurately document call outcomes in the CRM system.
• Warm-transfer qualified prospects to licensed agents.
• Identify and filter out uninterested or non-serious leads and document outcomes in CRM.
• Warm-transfer or schedule qualified prospects with licensed sales agents.

Skills

Strong communication and listening skills

Comfortable speaking on the phone

Ability to build quick rapport

Basic computer skills

Call center experience

Spanish speaking

Rapport building

Tools

CRM software

Job description

Benefits

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

Job Title

Sales Representive/ Fronter

Job Location

In person/ In office, Melville NY

Job Type

FULL-TIME (M-F 8:30 am - 6pm)

Overview

We are seeking a motivated and personable Sales Representative (Fronter) to serve as the first point of contact for prospective health insurance clients. In this role, you will engage with inbound and outbound leads, identify their level of interest, and qualify individuals who are genuinely seeking health insurance coverage. Qualified and serious prospects are then seamlessly transferred to a licensed sales agent to complete the enrollment process.

This position is ideal for individuals looking to start a career in sales or insurance, with opportunities for advancement into a licensed sales role.

Key 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

What This Role Is Not

• No closing of sales
• No quoting, recommending, or enrolling in insurance plans
• No license is required for this role

Qualifications

• Strong communication and listening skills
• Comfortable speaking on the phone for extended periods
• Ability to build quick rapport and handle objections professionally
• Organized, reliable, and goal-oriented
• Basic computer skills
• Previous call center, customer service, or sales experience is a plus but not required

Preferred Traits

• Positive attitude and strong work ethic
• Coachable and eager to learn
• Ability to stay focused and productive in a fast-paced environment
• Interest in growing into a licensed health insurance agent role
• SPANISH SPEAKING IS A PLUS!!!!

Compensation & Growth opportunities

• Base pay + performance-based bonuses (per qualified transfer)
• Paid training provided
• Clear career path to become a Licensed Health Insurance Sales Agent for top performers

What to expect

• Office envorment/ call center
• Music playing throughout the day.
• High energy enviornment
• Weekly Pay; Every friday