Sales Agent

Sales Agent

Location: Hybrid

Local to Land O Lakes, Florida location

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.

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.

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.

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

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

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

Hourly Range: $18.00$25.00 Hourly

Bonus Eligible: Yes

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Generous paid time off

Professional development and career growth opportunities

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.

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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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