Job Description

Medicare Tele-Sales Agent

Full-Time | In-Office | Jacksonville, FL
W-2 Position | Paid Licensing | Warm Leads Provided | Career Growth Opportunities

Build a Long-Term Career Helping Seniors Navigate Medicare

At Vested Trust Insurance Group (VTI), we believe insurance is built on trust, education, and doing what's right for the client. Our mission is to help Medicare beneficiaries make informed healthcare decisions while providing our team members with the training, support, and development needed to build rewarding long-term careers.

We're not looking for seasonal salespeople. We're looking for coachable, competitive communicators who want to develop into professional Medicare agents and build a meaningful career in the insurance industry.

Whether you're already licensed or willing to become licensed, we provide paid licensing assistance, in-house training, warm leads, and ongoing mentorship to help you succeed.

Unlike organizations focused solely on volume, our business is built around long-term member retention and ethical enrollment practices. We reward agents for placing the right plan for each member and maintaining lasting client relationships.

Why Join Vested Trust Insurance Group?

Career Development

• Paid Florida 2-40 Health License training and licensing support

• Comprehensive in-house Medicare sales training

• Ongoing coaching and mentorship from experienced leaders

• Structured career advancement opportunities

• Long-term career path within the insurance industry

• Professional development focused on compliance, ethics, and client service

Sales Support

• Warm leads provided

• Proven sales processes and systems

• In-office team environment with hands-on support

• Compliance-focused sales approach

• Technology and resources designed to help you succeed

Culture

• Team-oriented and supportive environment

• Performance-driven culture focused on growth

• Leadership committed to employee development

• Recognition for achievement and continuous improvement

• Opportunity to build a stable, long-term career

What You'll Do

Medicare Sales & Client Education

• Conduct outbound and inbound phone consultations with Medicare beneficiaries

• Educate prospective members on Medicare plan options and coverage solutions

• Identify customer needs and recommend appropriate plan options

• Build trust through professional, consultative conversations

• Help clients understand benefits, costs, and coverage details

• Guide members through the enrollment process accurately and compliantly

Compliance & Documentation

• Conduct all sales activities in accordance with CMS regulations and company guidelines

• Follow approved sales scripts and compliance requirements

• Maintain accurate documentation and client records

• Participate in ongoing compliance and product training

• Ensure all enrollments are completed accurately and ethically

Relationship Building

• Develop long-term relationships with members

• Provide exceptional customer service throughout the enrollment process

• Follow up appropriately with prospects and clients

• Focus on placing members in plans that best fit their needs

What We're Looking For

Required Qualifications

• High school diploma or equivalent

• Ability to obtain a Florida 2-40 Health Insurance License within 14 days of hire (paid for by VTI)

• Ability to pass Florida Department of Financial Services background, fingerprint, and credit review requirements

• Legally authorized to work in the United States as a W-2 employee

• Ability to reliably commute to or relocate to Jacksonville, Florida

• Comfortable working full-time in an office environment

• Comfortable conducting sales conversations on recorded lines

• Ability to follow compliance procedures and CMS regulations

Preferred Qualifications

• Active Health Insurance License

• Medicare sales experience

• Call center experience

• Customer service experience

• Phone sales experience

• Service industry experience

• Previous commission-based sales experience

Licensed candidates are strongly encouraged to apply. Unlicensed candidates who are motivated and willing to become licensed are also encouraged to apply.

Ideal Candidate Profile

The most successful agents at VTI are:

• Highly coachable and eager to learn

• Competitive and motivated by goals

• Strong communicators who connect easily with others

• Resilient and able to handle rejection professionally

• Self-disciplined and accountable

• Driven to build a long-term career rather than find a short-term job

• Ethical professionals who consistently do the right thing

• Team players who contribute to a positive work environment

Candidates with backgrounds in sports, sales, hospitality, customer service, call centers, retail, or other performance-driven environments often excel in this role.

Key Success Traits

Coachability

Our top performers actively seek feedback, implement coaching, and continuously improve.

Competitive Drive

You enjoy setting goals, tracking progress, and pushing yourself to achieve results.

Communication Skills

You can build rapport, listen actively, and communicate clearly and professionally over the phone.

Resilience

You maintain a positive attitude and strong work ethic even during challenging days.

Integrity

You prioritize doing what's right for the client and understand the importance of compliance and ethical sales practices.

Compensation & Benefits

• Competitive compensation structure

• Performance-based incentives

• Warm leads provided

• Paid licensing support

• Comprehensive training program

• Ongoing coaching and mentorship

• Career advancement opportunities

• Professional development and continuing education

• Full-time W-2 employment

Why Vested Trust Insurance Group?

At VTI, we don't simply hire agents—we develop professionals.

We invest in people who want to build lasting careers, serve clients with integrity, and grow within an organization committed to excellence. If you're coachable, competitive, and ready to build a future in Medicare sales, we'll provide the training, support, and opportunity to help you succeed.

Apply Today

If you're looking for more than just a job and want to build a rewarding long-term career in the insurance industry, we encourage you to apply.

Join Vested Trust Insurance Group and become part of a team dedicated to helping seniors make confident healthcare decisions while building a career you can be proud of.

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