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Training and Development Specialist
Land O' Lakes, FL
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Everlight Advisory Group is expanding our in-office advisor team and looking for motivated professionals who want to build a long-term career helping individuals navigate Medicare, healthcare, and retirement. No Medicare or insurance experience is required. We provide a structured training program designed to teach you the Medicare knowledge, products, systems, sales process, and appointment skills needed to succeed in the role. Already experienced in Medicare? Even better. Experienced advisors may be able to accelerate portions of training based on demonstrated knowledge and performance. This isn't a traditional Medicare sales environment where you're expected to buy leads, cold call lists, or spend your day waiting for inbound transfers. Everlight funds the marketing, generates the opportunities, and places appointments directly onto our full-time advisors' calendars. Our advisors can focus on what they do best: meeting with clients, providing guidance, developing recommendations, and building a long-term book of business. Our approach also extends beyond Medicare. As client relationships develop, advisors may identify additional needs involving life insurance, annuities, income planning, tax planning, and other areas of retirement planning supported by Everlight.
DAY-TO-DAY RESPONSIBILITIES
Conduct scheduled one-on-one appointments with prospective clients Respond to prospective clients who engage with our campaign Educate individuals approaching or entering retirement on Medicare and healthcare options Conduct discovery around healthcare, retirement timing, prescription needs, income, protection needs, and broader retirement concerns Identify gaps and develop appropriate recommendations based on each client's individual situation Present and enroll clients into appropriate insurance solutions Maintain accurate CRM documentation and follow-up Develop long-term relationships with clients and your growing book of business Participate in ongoing training, case review, roleplay, and team meetings
WHAT MAKES THIS DIFFERENT W-2
advisor position No previous Medicare or insurance experience required Appointments provided directly on your calendar Company-funded marketing and lead generation No cold calling or waiting for inbound transfers Recurring renewal commissions Uncapped performance-based compensation Opportunities to generate additional life insurance and annuity business Dedicated support for client onboarding and ongoing service Career growth into mentorship and leadership as Everlight expands
TRAINING & DEVELOPMENT
You don't need to arrive knowing Medicare. We'll train you. Training compensation is $20/hour during the initial development period. New advisors complete a structured onboarding program designed to develop both the technical knowledge and consultative skills required for the position. Month 1: Intensive Medicare, product, sales process, discovery, CRM, compliance, case-building, and appointment training. Month 2: Shadowing, supervised appointments, roleplay, case review, and progressively more live client opportunities. Advisors who demonstrate proficiency may progress more quickly through the program. Our goal is to develop you into a confident advisor capable of conducting a complete client appointment, identifying needs, developing recommendations, and building lasting client relationships.
COMPENSATION
Expected annual compensation: $60,000-$120,000+ (higher as renewals scale) Paid onboarding/training period Performance-based advisor compensation Uncapped earning potential Renewal commissions Additional earning opportunities through life insurance, income planning, and more. As advisors build their client base, eligible business can continue generating renewal commissions in future years while they add new clients.
WORK ENVIRONMENT
This is an in-office position built around collaboration, development, and performance.
Our office environment includes:
Full gym Sauna Coffee bar Modern collaborative workspace Company-provided systems and technology Ongoing coaching and professional development
WHO WE'RE LOOKING FOR
We're hiring for potential, not just industry experience. We're looking for people who are: Coachable and willing to learn Confident communicating with people Competitive and motivated by performance Professional, dependable, and organized Comfortable discussing healthcare and financial decisions Interested in building long-term client relationships Motivated by building a career and book of business—not simply earning a short-term commission Experience in Medicare and financial services is nice but not required. We find people from T Mobile / AT&T / Verizon sales, phone sales, car sales, retail sales, all can learn this quickly. If you have the potential, we'll train you! If you're motivated, coachable, and capable of learning the material, we'll provide the training and infrastructure to give you the opportunity to succeed.
BUILD SOMETHING THAT COMPOUNDS
The biggest difference between this role and many sales positions is what happens after the first year. You're not simply starting over at zero every January. As you build a client base, eligible business can generate renewal commissions in future years while you continue adding new clients and identifying additional opportunities across the household. Everlight provides the marketing, appointments, training, infrastructure, and client support. Your job is to become an exceptional advisor and build the book.
Pay:
$60,000.00 - $120,000.00 per year Application Question(s): This position requires organization, coachability, empathy, and people skills. Are you comfortable engaging with multiple people a day, problem solving, and looking out for their best interests? If you've worked in sales before, please briefly elaborate on your experience below. After reading the job post, what makes you think you'd be a competitive candidate for this position? The compensation will continue to increase year over year as your book of business grows and you generate renewals. We're looking for people with a long term mindset. This is an exciting component in our industry and we're excited to be able to share it with our team!