Sales Associate – Medicare

AmeriLife

7d•Onsite

About The Position

About Senior Policy, LLC Senior Policy, LLC, an affiliate of AmeriLife, is one of New York’s leading Medicare sales agencies, dedicated to helping individuals navigate the complexities of Medicare coverage. Our independent agents represent nearly every major carrier, ensuring clients receive unbiased, personalized guidance tailored to their unique needs. We pride ourselves on exceptional service — from helping clients understand their options to assisting with enrollment, eligibility, and ongoing support Role Overview We’re seeking a motivated and detail-oriented Sales Associate to support our Medicare agents and play an essential role in our growing team. This position is ideal for someone interested in launching a long-term career in Medicare sales. The Sales Associate will assist in qualifying and managing leads, scheduling consultations, supporting enrollment activities, and ensuring clients receive an excellent experience throughout their journey. Job Summary Senior Policy, LLC, an affiliate of AmeriLife, is seeking a highly organized and client-focused Sales Associate to ensure an exceptional experience for individuals navigating the Medicare process. In this role, you will serve as the primary connection point between clients and our Medicare agents, providing high-touch support, clear communication, and a seamless experience from initial inquiry through enrollment. This position requires strong relationship-building skills, professionalism, and the ability to thrive in a fast-paced environment.

Requirements

Bachelor’s degree or equivalent experience.
Minimum 2 years of experience in a fast-paced, client-facing or administrative support role.
Strong organizational and multitasking skills with a calm, solution-oriented approach.
Excellent written and verbal communication abilities.
Proven ability to work both independently and collaboratively within a team.
Interest in pursuing a career in Medicare sales — training and growth opportunities provided.

Responsibilities

Qualify and disposition new leads, ensuring prompt and professional follow-up.
Schedule client consultations and maintain clear communication between agents and prospects.
Keep accurate, detailed notes of client interactions and share timely updates with the sales team.
Support clients through the application and enrollment process, ensuring a smooth and compliant experience.
Build and nurture strong relationships with clients to drive satisfaction and retention.
Respond to client inquiries with accuracy, professionalism, and empathy.
Stay engaged throughout the sales process to ensure all client needs are met.
Maintain up-to-date knowledge of Medicare plans, carriers, and policy changes.
Learn and develop Medicare sales expertise to prepare for future agent licensure.