Sales Administrative Assistant

Sales Administrative Assistant

Fidelis

Gilbert, AZ

About [Business Unit Name]

Fidelis Consultants is a leading insurance brokerage, based out of Gilbert, Arizona, that specializes in Medicare, individual health and ancillary products. Founded in 2013, Fidelis Consultants has quickly expanded throughout the Southwest and beyond due in large part to their exceptional agent and client model. To the clients they serve, Fidelis Consultants embodies all the qualities of their name — faithful, loyal, true — in their commitment to deliver superior service, customer support, professional advice, care and compassion. They recognize and embrace the important role of a trusted advisor in the lives of the 70,000 individuals they serve. For more information, visit www.fidelisins.com. Fidelis Consultants is a proud member of the Integrity Family of Companies.

Job Summary

As the Sales Admin, you will be assisting our Sales Team by providing them with clerical and organizational support. Your responsibilities will include broker support and in-office needs, running reports, and contacting prospective agents, active agents, and carrier reps. You will also act as a vital link between the Sales Team and Operations Team to ensure smooth processes and communication. You may be asked to assist in event planning for AEP Rollouts, Agent Appreciation, and other events.

We are looking for someone who has industry (Medicare and Health Insurance) experience or who is willing to become a subject matter expert – we believe in finding the right person for the seat and would train the right candidate in the industry if they do not have previous experience.

Schedule: In-office, Monday through Friday, 9 AM to 5 PM, and as needed for special events.

This position may require some travel.

Primary Responsibilities:

• Provide administrative reports for Sales Team

• Data Entry & CRM record maintenance

• Broker Support – become an expert on industry best practices

• Call agent prospects and follow-up on leads to ensure warm lead retention

• Respond to prospect inquiries and perform initial screening

• Call and speak with active agents

• Build professional relationships with brokers and carrier reps

• Assist brokers with marketing and sales supply needs

• Assist during agent events and activities

• Assist the Sales Team as needed

• Positively represent Fidelis Consultants

Primary Skills & Requirements:

• Medicare, Health, or Life Insurance experience preferred

• Administrative experience

• Sales experience preferred

• Eligible to work in the United States

• Candidates may be subject to a full background check including drug/alcohol testing

• Strong communication, administrative, and organizational skills

• Proficiency in CRM software and data entry

• Excellent communication and customer service skills

• Attention to detail and ability to work accurately under pressure

• Basic understanding of sales processes and procedures

• Proficient in Microsoft Office Suite

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.