AmeriLife · 4 hours ago
Medicare Sales Development Representative
AmeriLife is a leader in the development, marketing, and distribution of insurance solutions for those planning for and living in retirement. The Medicare Sales Development Representative will serve as the first point of contact for prospective Medicare beneficiaries, handling inbound calls, qualifying leads, and transferring qualified prospects to licensed agents for enrollment support.
Financial ServicesHealth CareHealth InsuranceInsuranceLife InsuranceMarketing
Responsibilities
Handle a high volume of inbound phone calls and inquiries from Medicare-eligible individuals
Qualify inbound leads by gathering key information such as eligibility, coverage needs, timing, and intent
Answer basic, non-advisory Medicare questions in a compliant and customer-friendly manner
Accurately document call details, lead information, and outcomes in internal systems
Transfer qualified prospects to licensed Medicare agents for enrollment assistance
Follow established scripts, workflows, and compliance guidelines
Maintain professionalism, empathy, and clarity when speaking with seniors and caregivers
Meet or exceed performance metrics related to call handling, lead quality, and successful handoffs
Continuously build knowledge of Medicare basics, enrollment periods, and Plan Medicare’s services
Collaborate closely with sales and operations teams to ensure a smooth customer experience
Qualification
Required
1–3 years of experience in inbound call handling, sales support, lead qualification, or customer-facing roles
Strong verbal communication skills and comfort speaking on the phone for extended periods
Ability to quickly build rapport and ask effective qualifying questions
Highly organized with strong attention to detail
Basic computer proficiency and ability to learn CRM and call systems
Interest in healthcare, insurance, or sales development
Preferred
Medicare or health insurance experience is a plus, but not required
Bachelor's degree (or equivalent experience) preferred
Benefits
PTO
Medical
Dental
Vision
Retirement savings
Disability insurance
Life insurance
Company
AmeriLife
AmeriLife provide insurance and retirement solutions to enhance the lives of pre-retirees and retirees.
Funding
Current Stage
Late StageTotal Funding
$395MKey Investors
Genstar Capital
2022-06-13Secondary Market
2020-01-07Acquired
2019-06-18Debt Financing· $395M
Recent News
2026-01-16
Company data provided by crunchbase