Sales Agent

About the role

Alera Group, founded in 2017, is a leading independent insurance and financial services firm offering Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions. As a Sales Agent based in the Hybrid Local to Land O Lakes, Florida area, you will combine relationship‑building, consultative selling, and industry expertise to connect individuals with health insurance coverage that best fits their needs. You will drive growth, foster client trust, and deliver 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

Requirements

• 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

Skills

• 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

Benefits

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

Pay

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

Schedule

Hybrid work arrangement: primarily remote with required in‑office attendance (3 or more days per week at the Land O Lakes, Florida office).