215/220 Insurance License Agent

M&A Insurance & Financial Services
Miami, Florida
$30,000 - $49,999
Jun 01, 2024
Jul 29, 2024

215/220 Insurance Licensed Agent

Join Our TEAM!

 At M&A Insurance and Financial Services, our goal is to help our customers understand their Insurance policy as well as to guide them to the type of Insurance that will be beneficial, not only for them, but also their family. Come be a part of our team and help us create meaningful change in the lives of others.


  • Receive inbound calls from customers seeking information and guidance on health insurance options for the states you are licensed in.
  • Engage in outbound sales calls to reach potential customers and introduce them to a variety of health insurance plans.
  • Assess customer needs and recommend suitable health insurance plans based on their individual requirements and preferences.
  • Enroll prospects in selected health insurance plans, ensuring a seamless enrollment process.
  • Ability to effectively quote, present, and close sales with the ability to overcome objections.
  • Maintain consistent follow-up with prospects and maintaining relationships to close pending sales opportunities.
  • Providing exceptional service, addressing inquiries promptly, and resolving issues efficiently and effectively.
  • Receive and adhere to coaching from sales leadership.
  • Achieve daily, weekly, monthly, and annual sales and productivity goals. 


  • Active and valid health insurance licenses in the states you will be serving. 
  • Bilingual (English and Spanish) a plus
  • High school diploma or equivalent combination of education and experience.
  • Proven experience in sales or customer service, ideally in the health insurance industry.
  • Excellent communication and interpersonal skills with the ability to build relationships with customers.
  • Strong sales and negotiation skills, with the ability to identify and address customer concerns effectively.
  • Ability to work independently and manage time effectively to meet deadlines and achieve sales targets.
  • Proficient in using Microsoft Office applications and web browsing tools.
  • Ability to pass a pre-employment background check


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