Responsible for connecting with existing and potential members for their Medicare plans where it will require a strong sales skills to convert the call to a sale. 

Hiring locations: Florida, Georgia, Texas, Wisconsin, North Carolina, Alabama, Louisiana, Ohio, Tennessee, and Missouri

Licensed Sales Agent Functions – 

• Sales Agents are responsible for processing various incoming and outgoing sales focused phone calls for assigned clients and programs in accordance with policies, procedures, quality standards, and federal laws and regulations
• Call processing includes presenting offers, overcoming caller objections, transitioning between script elements, asking for sales, obtaining, entering, and verifying member information (e.g. names, addresses, etc.), answering questions, resolving issues and providing member service
• Depending on client requirements, either present offers by reading scripted sales presentations verbatim or paraphrasing and customizing the presentations based off of product summary information, allowing an opportunity to make an informed decision regarding the purchase of a product/service offer
• Agents should maintain established quality and completed calls per hour goals while supporting Salelytics goals and objectives
• Maintain excellent product knowledge regarding product offers, pricing and upsells

General Licensed Sales Agent Job Responsibilities -

• Exercise exceptional customer service skills in an effort to optimize each contact with the member.
• Hold and maintain required annual State license certification for the State in which Agent does business in and maintains appointment in to sell client products
• Ensure that calls are processed in strict adherence to established policies, procedures, quality standards as well as applicable federal laws and regulations
• Maintain required documentation in an accurate and timely manner using established systems
• Maintain strict confidentiality of information provided by member or data accessed within assigned systems
• Maintain an in-depth knowledge of assigned client's products and service, as well as policies and procedures regarding member calls
• Be identified as a Licensed Agent per the delegated entity requirements
• Establish and maintain a professional relationship with internal/external customers, members, team members and department contacts
• Escalate to supervisor any situation outside the employee’s control that could adversely impact the services being provided 
• Ability to manage multiple channels of communication, including inbound and outbound phone, email, chat and paper
• Ability to move between varying types of inquiries within the same shift
• Possess a command of the English language and the ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and computer products, as reasonably required.
• Ability to present detailed information and respond to questions from managers, clients, and members
• Ability to define problems, collect data, establish facts, and draw valid conclusions
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables

Related Duties as Assigned -

• The job description documents the general nature and level of work but is not intended to be a comprehensive list of all activities, duties, and responsibilities required of job incumbents
• Consequently, job incumbents may be asked to perform other duties as required
• Also note, that reasonable accommodations may be made to enable individuals with disabilities to perform the functions outlined above. Please contact your local Human Resources representative to request a review of any such accommodations

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Posting Ends: 8/15/25

Minimum Qualifications: Applicants for this job will be expected to meet the following minimum qualifications.

• Education

  Must be 18 or older and have a High School education or GED required. Additional education may be required based on individual projects and/or locations

  Active and current Health, or Health & Life/Accident home state license required

• Experience
  • Minimum one year of telemarketing, appointment setting experience, or one year of Customer Service experience solving customer problems or  one year of experience in an office setting environment using the telephone or computer as the primary instruments to perform you job duties
  • Experience using Internet, Window applications (Word, Excel) and email services (Outlook)

• Other

  • Excellent verbal communication skills (vocabulary and articulation)
  • Ability to express assurance/confidence and empathy
  • Ability to get AHIP certified and not only understand complex medicare programs, but to be able to explain/articulate these programs to callers in ways that are clear, correct and objective
  • Ability to multi-task, this includes ability to understand multiple products and multiple levels of benefits within each product
  • Ability to remain focused and productive each day though tasks may be repetitive
  • Ability to work a flexible schedule; may require holiday and weekends and must be easily adaptable to change
  • Ability to demonstrate internet-based, multi-screen computer navigation with ease
  • Ability to demonstrate customer engagement soft skills
  • Proof of PDB report showing eligible to be appointed for Medicare Health Insurance
  • Responsible for properly using, maintaining, and returning upon request any company equipment and assets issued by Salelytics

Salelytics is striving for a diverse workforce. We encourage Women, Minorities, LGBTQ Community Members, and Veterans to apply. We are an equal opportunity employer and do not discriminate based on Age, Race, or Sexual Identity/Orientation.

MarketSource and Salelytics is an Equal Opportunity Employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 877-883-4575 or email HR@MarketSource.com.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms.  This role may be eligible for the following:

• Medical, dental & vision
• 401(k)/Roth
• Insurance (Basic/Supplemental Life & AD&D)
• Short and long-term disability
• Employee Assistance Program

San Fran Candidates only: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Los Angeles Candidates only: We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

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