Medicare Sales Development Representative

Our Company

Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife 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
Compensation is
salary or hourly

, with potential performance-based incentives
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
Starting pay $24.00

What AmeriLife 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 confidentially. If you require assistance or accommodation during the application process, please contact us at

.

Pay Transparency Statement
We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law.

We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement
Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law.

All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.