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Insurance Agent Training Program information

What is an Insurance Agent Training Program job?

An Insurance Agent Training Program job is a structured program designed to equip aspiring insurance agents with the knowledge, skills, and licensing required to sell insurance policies. Trainees receive guidance on industry regulations, sales techniques, and product offerings while working under experienced mentors. These programs often combine classroom instruction, hands-on experience, and licensing exam preparation. Many employers offer these programs to develop new agents and help them build a successful career in insurance sales.

What can I expect from the daily responsibilities during the Insurance Agent Training Program?

During the Insurance Agent Training Program, you can expect a mix of classroom-style instruction, hands-on learning, and shadowing experienced agents to better understand the sales process and client interactions. You'll engage in role-playing exercises, learn about different insurance products, and practice handling customer inquiries or policy applications. It's common to participate in team meetings, review case studies, and receive regular feedback from mentors or trainers. This structured approach not only builds product knowledge and sales techniques but also helps you develop the confidence needed for real-world success as a licensed Insurance Agent.

What are the key skills and qualifications needed to thrive in the Insurance Agent Training Program position, and why are they important?

To thrive in an Insurance Agent Training Program, candidates should have strong interpersonal skills, a basic understanding of sales principles, and preferably a high school diploma or equivalent educational background. Familiarity with CRM software, office productivity tools, and the pursuit of licensing exams such as state insurance licenses are important. Exceptional communication, adaptability, and goal-oriented motivation help individuals stand out in this role. These skills are crucial for building client trust, successfully navigating training, and meeting the demands of a dynamic, client-focused industry.

What are popular job titles related to Insurance Agent Training Program jobs in Montana? For Insurance Agent Training Program jobs in Montana, the most frequently searched job titles are:
What job categories do people searching Insurance Agent Training Program jobs in Montana look for? The top searched job categories for Insurance Agent Training Program jobs in Montana are:
Insurance Agent Training Program jobs near you
Infographic showing various Insurance Agent Training Program job openings in Montana as of June 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 100% In-person job distribution.
Life Insurance Agent

Life Insurance Agent

AAA Northern California, Nevada & Utah

Billings, MT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

Why Work For Us?
  • Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position
  • 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period
  • Benefits - Medical, Dental, Vision, wellness program and more!
  • Paid Holidays
  • Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
  • Collaborative Environment - AAA will value your contribution to providing exceptional service to our members
  • Free AAA Classic Membership
  • AAA Product Discounts
  • Tuition Reimbursement Program

At AAA, our Team Members strive to deliver amazing service and help our Members outsmart life's roadblocks. We believe everything you do outside of work adds to who you are at work. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members.
Essential Functions
  • Maximizes life insurance market penetration with current members and property/casualty insureds and stays vigilant for new sales opportunities. Maintains high quality production and persistency standards to assure profitable growth. Identifies and develops sales opportunities within the community. Follows company approved sales process in the completion of required financial, activity and sales reporting.
  • Provides life sales support and training on lead development and identification for the frontline employees, Insurance Sales Agents (P/C) and other staff who come in contact with members/ insureds. Establishes and maintains strong working relationships with front line employees, Sales Agents and the branch management team. Notifies Agents in a timely manner of result with referred lead. Provides leads from life insureds and other calls to Sales Agents for other products/services, i.e., membership, auto/homeowners and travel insurance.
  • Stays well-informed of changes and developments in policy and/or external practices. Attends meetings to obtain information, provide input, keep lines of communication open, stay updated and offer sales ideas when appropriate. Keeps current in industry; maintains continuing education for licensure.
  • Develops annual business plan with input and involvement from the Life Sales Manager to meet goals and determine responsibilities, including new business life sales, quality standards, as well as building outstanding customer relationships. Reviews plan objectives and reassesses strategies to align performance relative to annual sales goals.
  • Ensures compliance with NCNU and AAA Life and regulations, as well as external regulations

Knowledge/Skills/Abilities
  • Strong interpersonal, presentation and communication skills needed to interact with staff, members and insureds effectively
  • Ability to cultivate relationships with peers and staff; educates staff to make referrals to Life Insurance
  • Agents
  • Computer skills in basic software applications, and navigating business applications specific to life insurance
  • Demonstrated skills in selling life insurance and annuities; Skills to develop, track and effectively follow up on leads (preferred)
  • Strong knowledge in sales techniques, life product line illustrations, features and benefits (preferred)
  • Demonstrated skills in prospecting and lead generation abilities (preferred)
  • Bilingual communication skills (preferred)

Education & Experience/Licenses & Certification
  • High School Diploma or GED
  • Valid Automobile Operator's License
  • Active State Resident Life Insurance License
  • Bachelor's degree in related area or an equivalent combination of education and experience
  • (preferred)
  • 1+ years experience in Life Insurance and/or Annuity Sales (preferred)
  • CLU, ChFC and/or LUTCF Designations (preferred)

Work Environment/Physical Requirements
Works in an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job involves the use of a personal computer.
#LIFE
AAA Northern California, Nevada & Utah logo

About AAA Northern California, Nevada & Utah

Sourced by ZipRecruiter

AAA (the American Automobile Association, Inc.) is a federation of affiliated automobile clubs. Each AAA club is an independent, not-for-profit organization, chartered and incorporated in its own state and controlled by its own Board of Directors. In order to be affiliated with AAA, each club agrees to provide certain standard services to its own members, as well as members of other AAA clubs. The individual club owns the territory in which it resides, and membership is based on residence. Exact dues and services will vary slightly between clubs.

Industry

Insurance carriers

Company size

1,001 - 5,000 Employees

Headquarters location

Walnut Creek, CA, US

Year founded

1900

Social media

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