Medicare Sales Development Representative

Medicare Sales Development Representative page is loaded## Medicare Sales Development Representative remote type:
Onsite locations:
Melville, NY (48 South Service) time type:
Full time posted on:
Posted Yesterday job requisition :
R4714
** Our Company
** Explore how you can contribute  over 50 years, Ameri Life has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
** Job Summary
** Plan Medicare is a boutique Medicare insurance agency providing Medicare education, enrollment assistance, and plan guidance to Medicare-eligible individuals nationwide. We are seeking a motivated and detail-oriented Medicare Sales Development Representative (SDR) to join our growing team.
This role is the first point of contact for prospective Medicare beneficiaries who call or inquire about our services. The Medicare Sales Development Representative is responsible for handling inbound calls, qualifying leads, answering high-level Medicare questions, and transferring qualified prospects to licensed Medicare agents for enrollment support. This position does not involve closing sales or providing detailed plan recommendations.
The ideal candidate is a strong communicator, highly organized, and comfortable working in a fast-paced, phone-based environment. This role is well-suited for someone interested in healthcare, sales development, or a long-term career path in the Medicare insurance industry.
This position is in-office, 5 days per week, located in Melville, NY.
** Job Description
**** 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
** Qualifications
* ** 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
* Medicare or health insurance experience is a plus, but
** not required
*** Insurance license
** not required
** for this role
* Bachelor’s degree (or equivalent experience) preferred
** Compensation & Role Structure
*** This is a
** non-commissioned role
*** Pay: $24/hr
* This position does
** not
* * involve closing sales or enrolling beneficiaries
** Why Join Plan Medicare
*** Clear career growth opportunities within the Medicare and insurance space
* Structured training on Medicare fundamentals and compliance
* Supportive, collaborative in-office environment
* Mission-driven work helping seniors navigate Medicare with confidence
** What Ameri Life Offers
** A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
** Equal Employment Opportunity Statement
** We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.

We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
** Americans with Disabilities Act (ADA) Statement
** We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled…