Administrative Assistant - Sales

Administrative Assistant - Sales
Fidelis

Gilbert, AZ

About Fidelis

Fidelis Consultants, an Integrity Company, is a health insurance brokerage that markets to the Medicare and health insurance spaces that has its roots right here in Gilbert, Arizona. We pride ourselves on being a company that cares about our clients, agents, and, of course, employees! We live by our name, which means Faithful, Loyal, and True.  

Job Summary

As the Sales Admin, you will be assisting our Sales Team by providing them with clerical and organizational support. Your responsibilities will include broker support and in-office needs, running reports, and contacting prospective agents, active agents, and carrier reps. You will also act as a vital link between the Sales Team and Operations Team to ensure smooth processes and communication. You may be asked to assist in event planning for AEP Rollouts, Agent Appreciation, and other events.

We are looking for someone who has industry (Medicare and Health Insurance) experience or who is willing to become a subject matter expert – we believe in finding the right person for the seat and would train the right candidate in the industry if they do not have previous experience.  

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. Why? Because we put people first — and we want you to thrive in a career that you love. We’re proud of our working environment and culture, where we reward your hard work and support your strong values. 

Joining us means being part of a hyper-growth company with all kinds of professional opportunities for those who are ready. Are you ready? As an Integrity company, we start with competitive compensation and just get better from there. 

We love celebrating all your hard work with fun and swag — and we love giving back! You can look forward to friendly competitions and contests, as well as activities that help raise money for charities in the communities we serve. 

At Integrity, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to: 

• 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 for eligible health plans 

• Employee ownership program, which grants meaningful ownership in Integrity’s ongoing success 

• Workplace perks galore: 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. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.