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Insurance Sales Agent Trainee Jobs in Massachusetts

AAA Northeast

Sales Agent Trainee (58240)

Waltham, MA

$27.25 - $30.15/mo

Launch Your Insurance Career with AAA Northeast - Paid Training, Licensing, and Unlimited Growth ... As a Field Insurance Agent, you will acquire the necessary knowledge to achieve licensing in ...

AAA Northeast

Insurance Sales Agent (59818)

Saugus, MA · On-site

$26 - $31.50/hr

As a Field Insurance Agent, you will acquire the necessary knowledge to achieve licensing in ... Participate in sales programs and maintain prospect files in the CRM system * Develop general ...

AAA Northeast

Insurance Sales Agent (59702)

Fairhaven, MA · On-site

$24.75 - $30/hr

As a Field Insurance Agent, you will acquire the necessary knowledge to achieve licensing in ... Participate in sales programs and maintain prospect files in the CRM system * Develop general ...

AAA Northeast

Insurance Sales Agent (58239)

Newton, MA · On-site

$27.25 - $30.15/mo

As a Field Insurance Agent, you will acquire the necessary knowledge to achieve licensing in ... Participate in sales programs and maintain prospect files in the CRM system * Develop general ...

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Insurance Sales Agent Trainee information

What is an insurance sales agent trainee?

Insurance Sales Agent Trainees are entry-level professionals who are learning the skills and knowledge required to sell insurance policies to clients. They typically work under the supervision of experienced agents or managers while undergoing training in sales techniques, company policies, and insurance products. The position helps trainees gain the necessary licenses and experience to become fully licensed insurance sales agents. Their main responsibilities include prospecting for clients, understanding their insurance needs, and learning to match those needs with suitable insurance products.

What are the key skills and qualifications needed to thrive as an insurance sales agent trainee?

To thrive as an Insurance Sales Agent Trainee, you need strong sales aptitude, basic knowledge of insurance products, and typically a high school diploma or equivalent, with many roles requiring completion of state insurance licensing. Familiarity with customer relationship management (CRM) software, quoting tools, and digital communication platforms is common, and passing the relevant state licensing exam is often mandatory. Excellent interpersonal communication, resilience, and active listening are standout soft skills that help build client trust and drive sales success. These abilities are crucial for effectively matching clients with appropriate policies and achieving sales targets in a competitive, client-focused industry.

What are some common challenges faced by insurance sales agent trainees during their initial training period?

New Insurance Sales Agent Trainees often face challenges such as quickly learning complex insurance products, adapting to various sales techniques, and building a client base from scratch. It's typical to balance studying for licensing exams with hands-on training and shadowing experienced agents. Trainees may also need to overcome initial rejection from potential clients, but with support from mentors and ongoing training, most find their confidence and skills grow steadily over the first few months.

What is the difference between Insurance Sales Agent Trainee vs Insurance Sales Agent?

AspectInsurance Sales Agent TraineeInsurance Sales Agent
CredentialsTypically requires a license, some states require pre-licensing coursesMust hold an active license and meet ongoing licensing requirements
Work EnvironmentTraining environment, often supervised, in offices or remotelyIndependent or team-based sales in offices, client homes, or remotely
Job RoleLearning sales techniques, product knowledge, and licensing proceduresSelling insurance policies, managing client relationships, and meeting sales targets

In summary, an Insurance Sales Agent Trainee is in the learning phase, focusing on gaining necessary licenses and skills, while an Insurance Sales Agent is actively selling policies and managing client accounts with an active license.

What are the most commonly searched types of Insurance Sales Agent jobs in Massachusetts?

The most popular types of Insurance Sales Agent jobs in Massachusetts are:

Insurance Sales Agent Trainee jobs near you

Sales Agent Trainee (59263)

AAA Northeast

South Dennis, MA • On-site

$26 - $28.75/mo

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

AAA Northeast rating

8.0

Company rating: 8.0 out of 10

Based on 36 frontline employees who took The Breakroom Quiz

166th of 311 rated insurance

Job description

Launch Your Insurance Career with AAA Northeast – Paid Training, Licensing, and Unlimited Growth!

Join our dynamic team at AAA Northeast as a Field Insurance Agent, where you'll inspire and motivate clients, achieve results, and enjoy comprehensive training and support in a fast-paced, rewarding environment with excellent earning potential.

As a Field Insurance Agent, you will acquire the necessary knowledge to achieve licensing in Personal Lines, with all training and costs covered by AAA Northeast. Once licensed, you will sell personal lines insurance products to members who contact us over the phone, online, and in retail branches.
What You’ll Do:  

  • Sell insurance products and services, meeting or exceeding sales goals 
  • Interact with members in person at the branch, over the phone and online 
  • Compile coverage and rating information; confirm insurer underwriting criteria, coverage, and premium data 
  • Provide members with product and premium proposals that best fit their needs 
  • Develop leads and prospects by responding to referrals in a timely manner 
  • Participate in sales programs and maintain prospect files in the CRM system 
  • Develop general knowledge of Life products for referrals to licensed agents 
  • Follow agency processes and procedures in quoting and binding coverage, and processing member payments 
  • Work with Quality Assurance and Underwriting departments to minimize error and omission exposures 
  • Provide AAA Five Diamond service to all current and prospective AAA Insurance clients 
  • Build professional relationships with clients, insurance company representatives, dealerships, real estate agents, etc 
  • Gain knowledge of AAA Northeast membership benefits to offer and sell to clients 
What You'll Need:
 
Education
  • High School Diploma or GED required and
  • Associate's Degree preferred
Experience
  • 2+ years Sales or customer service experience required and
  • Insurance sales experience preferred
  • Outbound or cold-calling experience strongly preferred
Licenses and Certifications
  • Must obtain Personal Lines Insurance License within 60 days (training and exam fees covered by AAA Northeast) 
  • Life License within 1 year preferred

Benefits & Compensation 

  • Competitive base hourly rate + unlimited commission 
  • Paid Time Off: 3 weeks vacation, 12 holidays, 8 sick days annually 
  • Health Coverage: Medical, dental, and vision (AAA covers up to 88%) 
  • Retirement: 401(k) with 6% company match 
  • Free AAA membership, insurance discounts, tuition reimbursement, and more 

The pay rate for this position starts at $25.90 per hour. The base pay offered may vary depending on job-related knowledge, skills, and experience.   

Apply today and start your insurance career with AAA Northeast! 

Why AAA Northeast?  

Trusted Legacy: Over 100 years of service excellence.  

Career growth with a promote-from-within culture 

People-Focused: Rich history of protecting employees, members and the community. 

 
AAA Northeast is proud of our diverse culture, fostered by the many talents, skills, passions, and expertise of our employees. We are an equal opportunity employer. We do not discriminate in recruiting, hiring, or promotion based on race, color, creed or religion, national origin, sex, age, sexual orientation, veteran’s status, gender identity or expression, disability, genetic information, marital status, pregnancy, or membership in any other protected class. We thrive when our team members bring their whole selves to work.

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