Customer Service Sales Representative - Weekdays + Base Salary

Job Description

Job Description

This is not your typical insurance sales job. We are looking for someone with strong people skills, a positive attitude, and the drive to grow into a professional sales career.

You do not need Medicare experience to be considered. If you have worked in restaurants, retail, hospitality, automotive sales, tire sales, banking, customer service, or another people-focused job, your experience may transfer very well here.

We are looking for a motivated and coachable Medicare Sales Agent to join our growing team.

This role is a great fit for someone who enjoys talking with people, solving problems, and helping customers make confident decisions. Some of the best candidates may come from industries like restaurants, hospitality, retail, automotive sales, tire sales, customer service, banking, or other people-focused roles.

If you are good at building trust, staying calm in conversations, asking good questions, and helping people work through decisions, those skills can transfer very well into this position.

That said, this is still a sales role. We are looking for someone with some drive, competitive spirit, and willingness to push themselves. The right person does not need to be loud, aggressive, or high-pressure, but they do need to be motivated, resilient, and willing to work toward goals. You should be comfortable being challenged, coached, measured, and held accountable for activity and results.

In this role, you will help clients understand their Medicare, health insurance, ancillary, and life insurance options. You will work with prospective clients, existing clients, and qualified leads to explain available plans, identify client needs, complete enrollments, and provide a professional experience from start to finish.

We provide training, support, leads, coaching, and a more stable work environment than many traditional sales or service jobs. This is a full-time position with steady weekday hours, weekends off, and the opportunity to grow your income beyond what many service, retail, or hourly sales roles typically offer.

This position offers a salary plus commission structure, giving the right candidate the chance to build strong income through consistent effort, production, and performance.

Ideal Traits

The right person for this role is friendly, driven, accountable, and coachable. They may not come from the insurance industry, and that is okay. What matters most is that they enjoy helping people, can communicate clearly, and are willing to learn the process.

We are looking for someone who:

• Is easy to talk to and naturally builds trust.
• Enjoys helping customers solve problems.
• Can stay patient and professional in important conversations.
• Has experience dealing with different personalities.
• Is dependable and takes their role seriously.
• Brings a positive, can-do attitude.
• Has a healthy competitive spirit and wants to improve.
• Is willing to be coached, challenged, and held accountable.
• Can handle rejection and keep moving forward.
• Takes pride in hitting goals and improving performance.
• Accepts coaching and feedback well.
• Follows systems and processes.
• Pays attention to detail.
• Acts with honesty and integrity.
• Wants better hours, better income potential, and a better long-term career path.
• Wants to build a career, not just work another job.

Compensation

This is a W2 position with a salary plus commission structure.

Compensation includes:

• Base salary
• Commission based on production and performance
• Opportunity for increased earnings as production grows
• Advancement opportunities for strong performers
• Bonus opportunities available.

Additional benefits may include:

• Basic Retirement plan
• Paid holidays
• Paid time off eligibility based on tenure and company policy

Schedule

Full-time position, Monday through Friday.

This role offers steady weekday hours and weekends off, providing a consistent schedule that supports work-life balance and makes it easier to plan time outside of work.

Why Join Us

Many people have strong people skills but feel stuck in jobs with long nights, weekend shifts, inconsistent schedules, limited income growth, or stressful work environments.

This role gives the right person a chance to use those same people skills in a more stable, professional career.

At LMA Insurance, you can build a career helping people make important healthcare decisions while working steady weekday hours, having weekends off, and earning through both salary and commission.

We are looking for someone who wants to work hard, grow, be coached, and build something better for their future.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Retirement Plan

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Paid Holidays

Stable Hours

Full-Time Work

Free Licensing

Responsibilities

• Speak with prospective and existing clients by phone, video, or in person.
• Educate clients on Medicare, health insurance, ancillary, and life insurance options.
• Help clients compare coverage options and choose plans that fit their needs.
• Complete applications, enrollments, and required documentation accurately.
• Make outbound calls to assigned leads, prospects, and current clients.
• Follow up with clients consistently through phone calls, emails, messages, and CRM tasks.
• Maintain accurate client notes, statuses, and follow-up records in the CRM.
• Follow company sales scripts, compliance guidelines, call flows, and internal processes.
• Manage daily workflow, including tasks, emails, messages, voicemails, and appointments.
• Meet or exceed activity, production, talk time, and conversion goals.
• Participate in sales training, coaching sessions, and team meetings.
• Work with team leads, managers, and support staff when clients have questions or complex needs.
• Represent the agency with professionalism, patience, and integrity in every client interaction.
• Build strong client relationships through clear communication, follow-up, and professionalism.

Requirements

• Active health insurance license preferred, or willingness to become licensed. (must get licensed within 60 days)
• Comfortable with outbound calling and in person and phone-based sales.
• Strong communication and listening skills. Ability to build trust and navigate conversations professionally.
• Ability to explain concepts clearly and simply.
• Coachable and willing to follow a proven sales process.
• Organized and able to manage follow-up, tasks, CRM notes, and client records.
• Goal-oriented and motivated by personal production.
• Professional, respectful, and compliant in all client conversations.
• Comfortable working in a fast-paced, goal-driven environment.
• Basic computer skills and ability to learn CRM, dialing, quoting, and enrollment systems.
• Strong attention to detail when completing applications and documentation.
• Positive attitude and willingness to work as part of a team.
• Commitment to compliance, honesty, and doing what is in the clients best interest.