Sales Agent

Alera Group, Inc.; Land O' Lakes (FL); Hybrid; USD 51,577,000 - 71,635,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Generous paid time off

Professional development opportunities

Job summary

Alera Group in Land O' Lakes, FL is seeking a Sales Agent to help clients secure health insurance coverage through ACA plans and Medicare products. You will combine relationship-building, consultative selling, and industry expertise to connect individuals with coverage that fits their needs.

You will drive growth, foster client trust, and deliver an exceptional enrollment experience from first contact through decision, with a hybrid work arrangement and opportunities across a national

Qualifications

• Active Florida 2-14, 2-15, or 4-40 license required.
• Current continuing education status to maintain licensure.
• Prior sales experience or consultative selling aptitude.
• Strong verbal and written communication skills.
• Ability to build rapport and establish trust with clients.
• Comfortable using CRM systems and other technology platforms.
• Adapt quickly in a fast-paced marketplace.
• Client-first customer service mindset.

Responsibilities

• Sell ACA plans, Medicare products, life insurance, and ancillary insurance solutions.
• Conduct consultative sales conversations to identify and address client needs.
• Handle inbound calls and follow up on organization-generated leads.
• Utilize CRM, quoting, enrollment, and communication tools to manage the sales process.
• Provide exceptional customer service throughout the enrollment experience.
• Develop and maintain strong client relationships to support retention and renewals.
• Grow and manage an established book of business through proactive client engagement.
• Meet sales and performance goals while maintaining compliance standards.

Skills

Active Florida insurance license

Sales experience

Strong communication skills

Rapport building

CRM proficiency

Adaptability

Tools

CRM systems

Quoting tools

Enrollment tools

Job description

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service of local experts to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Overview

Sales Agent

Location

Hybrid

Local to Land O Lakes, Florida location

Why Join Alera Group?

• Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities to grow across a national organization.
• Make an impact – Help clients navigate complex challenges while contributing to solutions that make a difference for their businesses, employees, and communities.

The Opportunity

At Alera Group, we help clients protect what matters most by delivering tailored insurance and benefits solutions. As a Sales Agent, you will combine relationship-building, consultative selling, and industry expertise to connect individuals with the health insurance coverage that best fits their needs.

You will play a key role in driving growth, fostering client trust, and delivering an exceptional customer experience throughout the enrollment and decision-making process.

Responsibilities

• Sell ACA plans, Medicare products, life insurance, and ancillary insurance solutions
• Conduct consultative sales conversations to identify and address client needs
• Handle inbound calls and follow up on organization-generated leads
• Utilize CRM, quoting, enrollment, and communication tools to manage the sales process
• Provide exceptional customer service throughout the enrollment experience
• Develop and maintain strong client relationships to support retention and renewals
• Help grow and manage an established book of business through proactive client engagement
• Meet individual sales and performance goals while maintaining compliance standards

Qualifications

Required Qualifications

• Active Florida 2-14, 2-15, or 4-40 insurance license
• Current continuing education status required to maintain active licensure
• Prior sales experience or demonstrated aptitude for consultative selling
• Strong verbal and written communication skills
• Ability to build rapport and establish trust with clients
• Comfortable using CRM systems and other technology platforms
• Ability to adapt quickly in a fast-paced and evolving marketplace
• Strong customer service skills with a client-first mindset

Preferred Qualifications

• Experience selling Medicare, health insurance, life insurance, or ancillary products
• Bilingual language skills
• Experience working in a call center, agency, or insurance sales environment
• Proven track record of meeting or exceeding sales goals
• Knowledge of ACA Marketplace and Medicare products
• Ability to manage multiple client interactions simultaneously
• Strong organizational and follow-up skills
• Commitment to continuous learning and professional development

Compensation

• Hourly Range - $18.00–$25.00 Hourly
• Bonus Eligible - Yes

Benefits

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

Additional Information

Work Arrangement

This position is Hybrid

• Remote - This role is primarily remote.
• Hybrid - This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.
• In-Office - This role requires regular on-site attendance at the designated office location.

Location Type

Hybrid - 3 or more days in office - Office UKG Work location

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

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