Demo

Pre qualifying agent- into sales

Platinum Health Solutions
Melville, NY Full Time
POSTED ON 8/1/2026
AVAILABLE BEFORE 8/30/2026
Benefits:

  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development


Job Title: Sales Representive/ Fronter

Job Location: In person/ In office , Melville NY

Job Type: FULL-TIME (M-F 8:30 am - 6pm)

We are seeking a motivated and personable Sales Representative (Fronter) to serve as the first point of contact for prospective health insurance clients. In this role, you will engage with inbound and outbound leads, identify their level of interest, and qualify individuals who are genuinely seeking health insurance coverage. Qualified and serious prospects are then seamlessly transferred to a licensed sales agent to complete the enrollment process.

This position is ideal for individuals looking to start a career in sales or insurance, with opportunities for advancement into a licensed sales role.

Key Responsibilities

  • Make outbound calls and/or handle inbound inquiries from potential health insurance customers
  • Engage prospects in friendly, professional conversations to understand their needs and intent
  • Ask qualifying questions to determine eligibility, interest level, and readiness to enroll
  • Clearly explain the next steps in the health insurance enrollment process (without selling or advising on plans)
  • Identify and filter out uninterested, unqualified, or non-serious leads
  • Accurately document call outcomes and customer information in the CRM system
  • Warm-transfer or schedule qualified, serious prospects with licensed sales agents
  • Maintain compliance with company policies, call scripts, and data privacy standards
  • Meet or exceed daily and weekly activity and qualification targets


What This Role Is Not

  • No closing of sales
  • No quoting, recommending, or enrolling in insurance plans
  • No license is required for this role


Qualifications:

  • Strong communication and listening skills
  • Comfortable speaking on the phone for extended periods
  • Ability to build quick rapport and handle objections professionally
  • Organized, reliable, and goal-oriented
  • Basic computer skills
  • Previous call center, customer service, or sales experience is a plus but not required


Preferred Traits:

  • Positive attitude and strong work ethic
  • Coachable and eager to learn
  • Ability to stay focused and productive in a fast-paced environment
  • Interest in growing into a licensed health insurance agent role
  • SPANISH SPEAKING IS A PLUS!!!!


Compensation & Growth opporunities:

  • Base pay performance-based bonuses (per qualified transfer)
  • Paid training provided
  • Clear career path to become a Licensed Health Insurance Sales Agent for top performers


What to expect:

  • Office envorment/ call center
  • Music playing throughout the day.
  • High energy enviornment
  • Weekly Pay; Every friday

Salary.com Estimation for Pre qualifying agent- into sales in Melville, NY
$79,434 to $103,551
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