Insurance Agent Trainee

FDW Academy

$120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Customer service or sales experience is essential for client interaction.
  • Strong verbal communication skills for effective presentation of options.
  • Attention to detail in managing and organizing client pipelines.
  • Proven ability to build and sustain long-term client relationships.
  • Self-driven with a proactive approach to work and teamwork.
  • Willingness to learn and adapt to evolving industry standards.

Responsibilities

  • Engage with clients to assess their insurance needs and provide tailored recommendations.
  • Present coverage options clearly to facilitate informed decision-making.
  • Maintain consistent follow-up with clients to ensure satisfaction and address inquiries.
  • Organize and manage the client pipeline with a high degree of professionalism.
  • Cultivate long-term client relationships to enhance trust and encourage repeat business.
  • Collaborate with team members to share insights and improve client strategies.
  • Stay updated on industry trends to offer relevant advice to clients.

Benefits

  • Comprehensive training provided to new hires with ongoing mentorship.
  • Flexible scheduling to accommodate personal and professional commitments.
  • Supportive team culture focused on personal and professional development.
  • Clear pathways for career growth and advancement within the organization.
Full Job Description
Description

Insurance Agent Trainee - Full Training Provided

We are hiring motivated individuals who want to build a career in insurance and are serious about learning the business the right way. This is a client-facing role where your results are tied directly to your effort and consistency.

What you'll get:
  • Full training and ongoing mentorship from experienced professionals
  • Flexible schedule
  • Supportive team environment built around your development
  • Clear path for growth and advancement over time

What you'll do:
  • Connect with individuals and families to discuss their insurance needs
  • Present coverage options clearly and help clients make informed decisions
  • Follow up consistently and manage your pipeline with professionalism
  • Build lasting client relationships that generate long-term business

Who we're looking for:
  • Motivated individuals with strong communication and people skills
  • Self-starters who are comfortable working independently
  • Someone coachable and serious about building a long-term career
  • A genuine desire to help people and deliver a high level of client service

First-year earning potential when goals are met: $120,000+

Flexible schedule. Full training provided.

Apply today and let's talk about what your future in insurance can look like.

Responsibilities
• Engage with clients to understand their insurance needs and provide tailored solutions.
• Present and explain insurance coverage options in a clear, concise manner to help clients make informed decisions.
• Consistently follow up with clients to ensure satisfaction and address any questions or concerns.
• Manage and organize your client pipeline with professionalism and attention to detail.
• Build and nurture long-term relationships with clients to foster trust and generate repeat business.
• Collaborate with team members to share insights and strategies for client success.
• Stay informed about industry trends and updates to provide clients with the most relevant information and advice.

Qualifications
• Experience in customer service or sales roles, showcasing your ability to connect with clients.
• Strong communication skills to present insurance options clearly and effectively.
• Ability to manage and organize a client pipeline with attention to detail and professionalism.
• Proven track record of building and nurturing long-term client relationships.
• Comfortable working independently while being a proactive team player.
• Eagerness to learn and adapt to industry trends and updates.
• Self-motivated with a genuine desire to help people and deliver exceptional client service.

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