Pre qualifying agent- into sales

Platinum Health Solutions; Melville (NY); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Base pay + performance-based bonuses

Paid training

Clear career path to licensed agent

Weekly pay

Job summary

Platinum Health Solutions in Melville, NY seeks a Sales Representative (Fronter) to be the first point of contact for prospective health insurance clients. You will handle inbound and outbound calls, qualify leads, and transfer serious prospects to licensed agents to complete enrollment.

This full-time role offers paid training, a performance-based bonus structure, and a clear path to growth into a licensed health insurance sales agent.

Qualifications

• Strong communication and listening skills.
• Comfortable speaking on the phone for extended periods.
• Ability to build rapport and handle objections professionally.
• Organized, reliable, and goal-oriented.

Responsibilities

• Make outbound calls and/or handle inbound inquiries from potential health insurance customers.
• Engage prospects in conversations to understand needs and intent.
• Ask qualifying questions to determine eligibility and readiness to enroll.
• Explain enrollment steps (without selling or advising on plans).
• Identify and filter uninterested or unqualified leads.
• Document call outcomes and customer information in the CRM system.
• Warm-transfer or schedule qualified prospects with licensed agents.
• Maintain compliance with policies, scripts, and data privacy.

Skills

Communication skills

Listening skills

Phone conversations

Organization

Reliability

CRM usage

Tools

CRM system

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)

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 opporunities

• 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