Job Description
The Agent Development Program is designed to develop motivated individuals into successful insurance agents. Trainees will receive hands-on training, mentorship, and product education to learn the fundamentals of insurance sales, customer service, and compliance. This role provides a structured pathway to a full-time Agent position upon successful completion of the training program.
The ideal candidate is goal-driven, eager to learn, and passionate about helping clients protect their assets and achieve financial security.
Here are some frequently asked questions and answers about the career opportunity:
Responsibilities
Training & Development
Participate in a structured training program focused on insurance products, sales techniques, and customer relationship management.
Attend workshops, webinars, and one-on-one coaching sessions led by experienced agents and managers.
Learn to use agency management systems (AMS/CRM), quoting platforms, and carrier portals.
Sales Support & Client Engagement
Assist senior agents with client outreach, quoting, and policy reviews.
Learn to conduct needs-based insurance assessments for individuals and businesses.
Support client onboarding and policy servicing, including documentation and renewals.
Shadow experienced producers during client meetings and observe best practices in consultative selling.
Product Knowledge & Compliance
Develop a thorough understanding of various insurance lines (auto, home, life, health, commercial).
Learn underwriting guidelines, carrier requirements, and coverage options.
Maintain compliance with all company, state, and federal regulations.
Complete compliance training modules.
Progression & Career Growth
Meet performance benchmarks during each phase of the trainee program.
Demonstrate mastery of sales techniques, client service, and compliance standards.
Transition into an Insurance Agent or Producer role upon successful program completion.
Requirements
Education
High school diploma or equivalent required; college degree in Business, Marketing, or Finance preferred.
Licensing
Must be able to obtain applicable Missouri insurance licenses prior to starting role (Property & Casualty license as well as the Life, Health, and Accident license)
Licensing exam preparation assistance may be provided
Experience
No prior insurance experience required; previous experience in sales, customer service, or finance is a plus.
Skills & Competencies
Strong interpersonal and communication skills.
Goal-oriented and highly motivated to build a career in sales.
Excellent organizational skills and attention to detail.
Ability to learn quickly and adapt in a fast-paced environment.
Proficiency in Microsoft Office Suite and comfort with technology
Positive attitude
Coachable and open to constructive criticism
Benefits
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