Health Insurance Sales Agent

Job Description

Job Description

We are looking for a motivated Direct Insurance Sales Agent to join a growing health insurance sales team in Tempe, Arizona. In this role, you will guide individuals and families through coverage options, provide tailored recommendations, and create a confident, customer-focused buying experience. This opportunity is well suited for a sales specialist who enjoys consultative conversations, works well in a fast-moving call center environment, and is eager to build a long-term career in insurance sales.

Responsibilities:
• Respond to primarily inbound sales inquiries generated through marketing campaigns and partner channels, helping prospective customers explore available coverage options.
• Conduct thoughtful needs assessments by asking targeted questions, identifying protection gaps, and aligning customers with suitable health and supplemental insurance products.
• Review existing policies when appropriate and suggest adjustments or additional coverage that better supports each customer’s current situation.
• Achieve established sales objectives by maintaining strong conversion performance and increasing adoption of complementary insurance offerings.
• Foster lasting customer trust through clear, effective communication and a consultative approach during every interaction.
• Provide basic policy support and account-related assistance to ensure a smooth and positive customer experience from initial contact through follow-up.
• Stay dependable and prepared during scheduled shifts while maintaining strong attendance and punctuality standards.
• Balance call volume, follow-up tasks, and deadlines effectively in a high-energy sales setting.
• Complete additional assignments and support special projects as business needs evolve.

• 1 to 3 years of experience in a call center, sales, or inside sales environment.

• Must have Active Life and Health Insurance license 

• Background in selling health, dental, vision, or other ancillary insurance products is preferred.

• Ability to secure agency appointment requirements, including obtaining any necessary release from a prior upline before training if applicable.

• Demonstrated drive to achieve sales goals and perform in a metrics-based environment.

• Strong communication, interpersonal, and time management skills with the ability to represent the organization professionally.

• Ability to follow call guidance, present required disclosures accurately, and meet compliance and quota expectations.

• Proficiency with PCs and the ability to navigate telephony, quoting, enrollment, and related software systems efficiently.

• Coachable mindset with the ability to work independently, follow established procedures, and adapt to flexible scheduling during peak enrollment periods.