OVERVIEWIn-House Sales Agent - Wealth ManagementLocation: Florida | In-Office with Work-From-Home Opportunities for Qualified AgentsAt Alera Group, we believe growth happens when people are supported, educated, and given real opportunity. As part of Alera Group, ABIF has over 37 years as a trusted Florida Blue agency and is proud to be one of the 24 founding firms of Alera Group.
We're not a one-product sales shop. We offer a full portfolio designed to meet the diverse needs of Florida residents - and we equip our agents with the tools, training, and inbound opportunities to succeed in a high-volume, high-reward sales environment.
ABIF is a leading producing agency for Florida Blue, offering coverage solutions across all 67 Florida counties. With deep carrier partnerships, modern sales tools, and a collaborative team culture, we provide agents with the resources to build meaningful client relationships while maximizing earning potential.
About Alera GroupFounded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in Employee Benefits, Property & Casualty Insurance, and Financal Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.
If you're driven, coachable, and ready to build a long-term book of business, this is a place where you can grow.
Why Join Alera Group & ABIF- Earn with impact - Hourly base plus attainable bonus structure, renewal bonuses, and carrier-direct incentives.
- Grow with support - Paid training program, education-focused environment, and leadership invested in your success.
- Access real opportunity - Inbound calls, organization-generated leads, full product portfolio, and advancement potential within a national organization.
RESPONSIBILITIESWhat You'll DoSell a Full Product Portfolio- Offer ACA plans (On and Off Marketplace)
- Sell Medicare Advantage, Medicare Supplement, and Standalone Prescription Drug Plans
- Present ancillary products including accident, critical illness, hospital indemnity, short-term medical, and life insurance
- Deliver consultative solutions tailored to each client's needs
Leverage Inbound Opportunities & Tools- Handle inbound calls and organization-generated leads
- Use integrated systems including CRM, phone platform, quoting, and submission tools
- Provide an exceptional client experience from first conversation through enrollment
Build & Grow Your Book of Business- Help manage and expand one of the largest books of business in Florida for Florida Blue
- Focus on retention and renewal growth
- Thrive in a fast-paced, high-volume sales environment with strong bonus potential
QUALIFICATIONSWhat You Bring- Active Florida 2-14, 2-15, or 4-40 license
- Sales experience preferred
- Bilingual skills a plus
- Current on CE credits
- Comfortable using CRM systems and standard computer applications
- Fast learner with the ability to adapt to a dynamic market
- Strong communication skills and client-first mindset
ADDITIONAL INFORMATIONCompensation- Hourly base pay plus bonus structure
- Renewal bonuses on your growing customer base
- Paid training program
- Work-from-home opportunities for qualified agents
- Carrier-direct bonuses
- Trip and event qualification opportunities
- Seasonal opportunities available
Benefits:Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Additional incentives may include carrier-direct bonuses, trip and event qualification opportunities, and seasonal earning programs.
Work Model:This role is In-Office, with Work-From-Home opportunities available for agents who qualify based on performance and tenure.
Location: Florida
Professional Development - Alera Group AcademyAt Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You'll have access to:
- Role-specific learning paths
- Leadership d