Sales Manager Trainee

Overview

Join Florida Legacy Advisors, supported by American Senior Benefits

We are dedicated to helping seniors navigate their insurance options with confidence. As an independent organization, we answer only to our clients, ensuring they have access to the best solutions at the most affordable prices. The decisions they make are some of the most important in their lives, and we take pride in guiding them with precision, care, and integrity.

Leveraging strategic alliances with the American Legion and the Elks, we broaden our outreach to provide comprehensive support and coverage to seniors in need.

With a hybrid business model designed for flexibility, a vast product portfolio from top carriers, and a presence in 175 locations nationwide, we are growing rapidly and making a meaningful impact—one client at a time.

Responsibilities

• Conduct comprehensive initial assessments to deeply understand client needs and present a wide array of insurance policy options with clarity and confidence.
• Conduct field underwriting with utmost integrity.
• Verify completion and submission of all essential medical and administrative forms.
• Arrange a payment method with the applicant.
• Track and manage client-submitted claims efficiently.
• Process all insurance policy requests.
• Proactively follow up with clients on a regular basis to ensure outstanding support and satisfaction throughout their insurance journey.
• Establish and support team members to hit agreed upon KPIs.
• Become a subject matter expert in senior insurance solutions.
• Follow approved guidelines, training, and support to recruit and train a team of insurance professionals.
• Maintain a competitive, fun, inclusive environment.

Hear From The Team

Qualifications

• Demonstrate a competitive spirit and a drive for success.
• Exceptional work ethic and determination
• Strong communication skills
• Ability to adapt and learn quickly.
• Availability to start within a maximum of 6 weeks.
• Previous leadership experience a plus.

*Compensation is highly customizable and should be discussed directly with the onboarding manager. 

Compensation

USD $50,000.00 - USD $100,000.00 /Yr.