Administrative Assistant - Sales
Integrity, Gilbert, AZ, United States
Administrative Assistant - Sales
Gilbert, AZ
About Fidelis Fidelis Consultants, an Integrity Company, is a health insurance brokerage that markets to the Medicare and health insurance spaces. We pride ourselves on being a company that cares about our clients, agents, and employees. We live by our name, which means Faithful, Loyal, and True.
Job Summary As the Sales Admin, you will provide clerical and organizational support to the Sales Team, broker support, in‑office needs, run reports, and contact prospective agents, active agents, and carrier reps. You will act as a vital link between the Sales Team and Operations Team to ensure smooth processes and communication. You may also assist in event planning for AEP Rollouts, Agent Appreciation, and other events. We are looking for someone with industry experience or a willingness to become a subject‑matter expert in Medicare and Health Insurance.
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
Administrative experience
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
Sales experience preferred
Medicare, Health, or Life Insurance experience preferred
Candidates may be subject to a full background check including drug/alcohol testing
Why Work Here Working at Fidelis flat‑out rocks. We put people first and want you to thrive in a career you love. We reward hard work, support strong values, and offer competitive compensation that improves over time. We celebrate hard work with fun and swag, give back to communities, and host friendly competitions and contests.
Benefits
Generous PTO and holiday schedule, with extra time off for community service and your birthday
Multiple health insurance plans to choose from
401(k) with immediately vested employer matching
Integrity‑paid HSA contributions
Employee ownership program granting meaningful ownership in Integrity’s ongoing success
Workplace perks: standing desks, team lunches, free snacks and drinks
Schedule In‑office, Monday through Friday, 9 AM to 5 PM, and as needed for special events. This position may require some travel.
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. We are driven by a single purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Headquartered in Dallas, Texas, Integrity supports hundreds of thousands of independent agents nationwide.
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. Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
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About Fidelis Fidelis Consultants, an Integrity Company, is a health insurance brokerage that markets to the Medicare and health insurance spaces. We pride ourselves on being a company that cares about our clients, agents, and employees. We live by our name, which means Faithful, Loyal, and True.
Job Summary As the Sales Admin, you will provide clerical and organizational support to the Sales Team, broker support, in‑office needs, run reports, and contact prospective agents, active agents, and carrier reps. You will act as a vital link between the Sales Team and Operations Team to ensure smooth processes and communication. You may also assist in event planning for AEP Rollouts, Agent Appreciation, and other events. We are looking for someone with industry experience or a willingness to become a subject‑matter expert in Medicare and Health Insurance.
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
Administrative experience
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
Sales experience preferred
Medicare, Health, or Life Insurance experience preferred
Candidates may be subject to a full background check including drug/alcohol testing
Why Work Here Working at Fidelis flat‑out rocks. We put people first and want you to thrive in a career you love. We reward hard work, support strong values, and offer competitive compensation that improves over time. We celebrate hard work with fun and swag, give back to communities, and host friendly competitions and contests.
Benefits
Generous PTO and holiday schedule, with extra time off for community service and your birthday
Multiple health insurance plans to choose from
401(k) with immediately vested employer matching
Integrity‑paid HSA contributions
Employee ownership program granting meaningful ownership in Integrity’s ongoing success
Workplace perks: standing desks, team lunches, free snacks and drinks
Schedule In‑office, Monday through Friday, 9 AM to 5 PM, and as needed for special events. This position may require some travel.
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. We are driven by a single purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Headquartered in Dallas, Texas, Integrity supports hundreds of thousands of independent agents nationwide.
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. Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
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