As an Agent Apprentice, you have the opportunity to gain invaluable knowledge working alongside an experienced agent. This entry-level position involves assisting in various aspects of the insurance sales process, learning to assess client needs, and developing your skills in providing customized insurance solutions.

Salary Range:

Benefits

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Flexible Schedule

Hands on Training

Career Growth Opportunities

Proven experience in insurance sales, advisory, or related field, with a focus on providing personalized financial solutions and client-centric service.

Active insurance license in property and casualty (P&C) and/or life and health (L&H) insurance lines preferred, or willingness to obtain licensure.

Strong interpersonal skills and ability to build rapport with clients from diverse backgrounds.

Excellent communication skills, including active listening, empathy, and clear articulation of complex concepts.

Analytical mindset with the ability to assess risk, evaluate coverage options, and develop strategic insurance plans.

Detail-oriented and organized, with a commitment to accuracy and compliance with regulatory requirements.

Client Consultations: Perform in-depth consultations with clients to evaluate their existing coverage, pinpoint any gaps or risks, and suggest appropriate insurance solutions.

Risk Evaluation: Assess clients' insurance needs and risk profiles by examining their assets, liabilities, and financial goals to establish suitable coverage levels.

Insurance Planning: Create tailored insurance plans that reflect clients' unique situations, offering recommendations for property and casualty (P&C) and/or life and health (L&H) insurance products as required.

Product Knowledge: Keep updated on the latest insurance products, industry developments, and regulatory changes to ensure clients receive accurate and current information.

Client Advocacy: Serve as a committed advocate for clients, representing their interests during claims situations and helping them navigate the insurance claims process when needed.

Relationship Development: Build and maintain strong, lasting relationships with clients by providing exceptional service, demonstrating integrity, and being attentive to their needs and concerns.

Educational Initiatives: Organize seminars, workshops, and presentations to educate clients about their insurance options, coverage benefits, and risk management strategies.

Cross-Referral Collaboration: Work with other professionals, including financial advisors, attorneys, and real estate agents, to generate referrals and grow the client base.