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Insurance Jobs in Helena, MT (NOW HIRING)

Meron Financial Agency

Life Insurance Sales Agent

Helena, MT · On-site +1

$150K - $200K/yr

... insurance coverage that fits their needs Work both warm inbound leads and Warm Lead leads - No Cold Calling Track activity and stay consistent with daily production Attend training and improve your ...

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All JobsInsurance JobsInsurance Jobs in Helena, MT

Insurance information

See Helena, MT salary details

$29.4K

$55.2K

$82K

How much do insurance jobs pay per year?

As of Aug 6, 2026, the average yearly pay for insurance in Helena, MT is $55,151.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,500.00 and $63,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals working in the insurance industry, and how can they be addressed?

Professionals in the insurance industry often encounter challenges such as staying updated with changing regulations, managing complex client needs, and handling a high volume of claims or policy inquiries. Navigating regulatory changes requires continuous professional development and attention to compliance updates. Effective communication and organizational skills are vital for managing client expectations and workloads efficiently. Building strong relationships with underwriters, claims adjusters, and clients can also help address these challenges and ensure successful outcomes.

What is the difference between Insurance vs Insurance Agent?

AspectInsuranceInsurance Agent
CredentialsVaries by role; may include licenses for specific insurance typesRequires state licensing and certification
Work EnvironmentOffice, online, or client sitesOffice, client meetings, or remote
Employer & IndustryInsurance companies, brokers, agenciesInsurance agencies, brokerages, companies
Job FocusDeveloping, selling, managing insurance policiesSelling insurance policies, client consultation

Insurance is a broad industry encompassing various roles, including Insurance Agents. Insurance Agents specifically focus on selling and advising clients on insurance policies, often requiring licensing. While Insurance professionals may work in different capacities, Insurance Agents are directly involved in client interactions and policy sales, making their roles closely linked but distinct within the industry.

What are the key skills and qualifications needed to thrive in an insurance professional role, and why are they important?

To thrive in an insurance role, you need strong analytical abilities, attention to detail, and a solid understanding of insurance products, often supported by a relevant degree or insurance-specific certifications such as CPCU or CLU. Familiarity with policy management software, customer relationship management (CRM) systems, and underwriting tools is commonly required. Excellent communication, problem-solving skills, and a customer-focused mindset help professionals build trust and effectively address client needs. These competencies are vital for ensuring accurate policy management, regulatory compliance, and delivering high-quality client service in a competitive industry.

What do insurance agents do?

Insurance premium auditors are employees of a variety of companies. You can work with businesses who specialize in handling premium audits, risk management, or business process outsourcing, but most available positions are with insurance companies. You can choose a field based on the type of insurance you’re most familiar with such as workers’ compensation, car, home, or life insurance, or choose a company that works with all insurance types. Some positions require working on the phone, while others require traveling within an assigned geographic area.

What careers are there in insurance?

Careers in insurance include roles such as insurance agents, underwriters, claims adjusters, actuaries, and risk managers. These positions often require strong communication, analytical skills, and industry-specific certifications or licenses. The insurance industry offers opportunities in sales, underwriting, claims processing, and risk assessment across various companies and environments.
More about Insurance jobs
What are the most commonly searched types of Insurance jobs in Helena, MT? The most popular types of Insurance jobs in Helena, MT are:
What cities near Helena, MT are hiring for Insurance jobs? Cities near Helena, MT with the most Insurance job openings:
Insurance jobs near you
Infographic showing various Insurance job openings in Helena, MT as of August 2026, with employment types broken down into 65% Full Time, 32% Part Time, and 3% Contract. Highlights an 97% In-person, and 3% Remote job distribution, with an average salary of $55,151 per year, or $26.5 per hour.

Insurance Sales Representative

Summit Business Group

Helena, MT • On-site

Full-time

Posted 6 days ago

Job description

Position: Direct Insurance Sales Representative

Number of Openings: 1 Territory Sales Position Available

About Us:

At Summit Business Group, we're not just another insurance agency. We're a powerhouse, committed to delivering top-notch supplemental benefits plans to small and medium-sized businesses. We thrive on strength, resilience, and the drive to succeed. If you're a natural leader who thrives on challenges and wants to be part of a winning team, we want you as our Direct InsuranceSales Representative.

The Role: As a Direct Insurance Sales Representative, you will be in control, managing your schedule and driving your success. You'll connect with business owners and key decision-makers, showcasing your ability to understand their needs and offer superior insurance solutions that stand out.

In the field, you'll take charge, using our advanced Salesforce CRM to engage potential clients through cold calls and in-person visits. Your mission: close deals and become the go-to advisor your clients can rely on. Your assertiveness and confidence will ensure clients feel valued and understood. You'll maintain these relationships with strong, effective communication, handling inquiries decisively, and providing unwavering support, particularly during the claims process.

What We're Looking For:

  • Proven experience in sales or customer-facing roles, especially in outside sales.
  • Ability to conduct comprehensive training cycles, both in-person and online.
  • Superior organizational, communication, and presentation skills.
  • A passion for empowering clients and a strong sense of responsibility for their well-being.
  • Health & Life general lines license, or the drive to obtain it within 90 days (with our support).

Position Overview:

This is an outside sales position working in your own assigned sales territory. We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. You will work with business owners, benefits managers, and their employees individually at times; other times, you will give product presentations with employee groups as large as 50-100+ people. You will be expected to:

  • Respond to general emails and phone calls from clients

  • Set follow-up appointments with prospective and current clients to review their needs

  • Be present on scheduled calls or meetings with your sales team or manager

  • Call on new businesses, referrals, and existing clients who need to be reserviced: Selling Business to Business

  • Build and maintain your own book of business

  • Meet with sales team manager as needed to discuss and set your upcoming monthly and quarterly target sales goals and quotas

  • Develop relationships with local business owners in your territory

  • Set your own scheduled working hours and submit them to your sales manager each week

  • Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm leads and appointments with existing clients

  • Submit your sales metrics and activity daily

We Offer:

  • Virtual classroom training as well as hands-on sales training in your own territory

  • Weekly draw pay with bonuses and commission eligibility upon start

  • Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions

  • Advancement and promotions based on personal performance

  • Excellent ongoing professional development, advanced sales training, and leadership training

  • Increased schedule flexibility once you have an established book of business

  • Work around other like-minded, driven, caring people in a culture that feels like a family

Additional Position Qualifications:

  • Already licensed in Health & Life general lines (or willing and able to obtain Health & Life producer license - licensing reimbursement offered)

  • Bachelor's degree or a minimum of 4 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 4 years of professional work experience who have relevant or specialized outside sales experience.

Your New Journey:If you are looking to make a meaningful impact in your career, consider joining Summit Business Group. Here, your compassionate spirit and dedication to service can lead to a fulfilling career. We're excited to redefine what it means to be in insurance sales with a team that values integrity, compassion, and the well-being of its members.

Ready to elevate your career at a company that appreciates your nurturing nature? Apply now and let's make a difference together.

Learn more and apply at:www.yoursummitinsurance.com