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Life Insurance Agent Trainee Jobs in Rochester, NY

Howard Hanna Holdings

Insurance Sales Agent

Rochester, NY · On-site

$45K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Insurance Sales Agent Built Different. Built to Win Together. At Howard Hanna Insurance Services, w ... life, business, and commercial insurance. As part of the Howard Hanna Family of Companies, we help ...

Progressive

Claims Adjuster Trainee

Rochester, NY · Hybrid

$60K - $63K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a claims adjuster trainee , you'll learn how to help customers get back on the road after an ... Health care flexible spending accounts, health savings accounts, & life insurance * Paid time off ...

ProducifyX

Northwestern Mutual of Rochester

Pittsford, NY

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... Mutual Life Insurance Company (NM) and its subsidiaries and affiliates in Milwaukee, WI. Mike D'Archangelo is not a licensed insurance agent, registered representative of a broker-dealer or ...

Cintas

Management Trainee

Rochester, NY · On-site

$60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Management Trainee will work closely with experienced managers to learn about Outside Sales ... Life and AD&D Insurance, 100% Company Paid • Paid Time Off and Holidays • Skills Development ...

Cintas

Management Trainee

Rochester, NY · On-site

$60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Management Trainee will work closely with experienced managers to learn about Outside Sales ... Disability, Life and AD&D Insurance, 100% Company Paid Paid Time Off and Holidays Skills ...

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All JobsLife Insurance Agent JobsLife Insurance Agent Trainee JobsLife Insurance Agent Trainee Jobs in Rochester, NY

Life Insurance Agent Trainee information

What is a life insurance agent trainee?

A Life Insurance Agent Trainee is an individual who is in the process of learning how to sell life insurance policies to clients, typically under the guidance of experienced agents or through a structured training program. Trainees study the basics of different life insurance products, develop customer service and sales skills, and prepare for licensing exams required by the state. This entry-level role is designed to provide foundational knowledge about the insurance industry and help trainees gain real-world experience before becoming fully licensed agents. Successful completion of the training program often leads to a permanent position as a licensed life insurance agent. The position is ideal for those interested in a career in financial services and helping individuals plan for their financial future.

What are the key skills and qualifications needed to thrive as a life insurance agent trainee?

To thrive as a Life Insurance Agent Trainee, you need a strong understanding of insurance products, basic sales techniques, and often a high school diploma or equivalent, with state-specific licensing required. Familiarity with customer relationship management (CRM) systems, insurance quoting tools, and completion of pre-licensing courses or certifications are typical technical requirements. Exceptional interpersonal skills, active listening, and resilience help distinguish top performers in this role. These capabilities are crucial for building client trust, effectively educating customers, and consistently achieving sales targets in a competitive market.

What are some common challenges faced by life insurance agent trainees during their first year, and how can they overcome them?

Life Insurance Agent Trainees often encounter challenges such as building a client base from scratch, handling client rejections, and mastering complex insurance products. To succeed, new agents should focus on developing strong networking skills, seeking mentorship from experienced colleagues, and dedicating time to ongoing product and sales training. Proactively reaching out to potential clients and consistently following up can help build confidence and establish trust. Staying organized and resilient is key, as the first year is often the most demanding but also lays the foundation for long-term success.

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

AspectLife Insurance Agent TraineeInsurance Agent
CertificationsTypically requires licensing, training programsRequires licensing, experience often preferred
Work EnvironmentTraining period, supervised environmentIndependent or team-based sales environment
Job ResponsibilitiesLearning sales techniques, shadowing agentsSelling policies, client consultations
Career StageEntry-level, training phaseFull-fledged sales professional

In summary, a Life Insurance Agent Trainee is in the training phase, focusing on learning and obtaining necessary licenses, while an Insurance Agent is a fully licensed professional actively selling policies and managing client relationships.

How to be a life insurance agent trainee with no experience?

To become a life insurance agent trainee with no experience, you typically need to complete a pre-licensing education course and pass the licensing exam. Many companies offer training programs for new agents, and obtaining a state license is required before selling policies; strong communication skills and knowledge of insurance products are also beneficial.

How to start being a life insurance agent?

To become a life insurance agent, you typically need to complete pre-licensing education, pass a licensing exam, and obtain a state license. Developing sales skills and understanding insurance products are essential, and some agents also pursue industry certifications for career advancement.

Is it hard to get hired as a life insurance agent trainee?

Getting hired as a life insurance agent trainee can vary depending on the employer and location, but generally requires passing a licensing exam and completing training programs. Strong communication skills and a willingness to learn are important, and some companies prefer candidates with sales or customer service experience. The process may involve background checks and obtaining necessary licenses before starting the role.

Why do most life insurance agent trainees quit?

Many life insurance agent trainees quit due to the challenging nature of building a client base, inconsistent income, and the need for strong sales skills. The job often involves long hours, rejection, and the requirement to pass licensing exams, which can be discouraging for some trainees.

What are the most commonly searched types of Life Insurance Agent jobs in Rochester, NY?

The most popular types of Life Insurance Agent jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Life Insurance Agent Trainee jobs?

Cities near Rochester, NY with the most Life Insurance Agent Trainee job openings:

Life Insurance Agent Trainee jobs near you
Infographic showing various Life Insurance Agent Trainee job openings in Rochester, NY as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 22% Part Time, and 4% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution.

Insurance Sales Agent

Howard Hanna Holdings

Rochester, NY • On-site

$45K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago

Job description

Insurance Sales Agent
Built Different. Built to Win Together.
At Howard Hanna Insurance Services, we're not just building a sales team - we're building a culture of growth, accountability, and shared success.
We're looking for a driven, relationship-focused Insurance Sales Agent who thrives in a fast-paced environment, enjoys connecting with people, and wants the opportunity to grow their income and career. In this role, you'll help clients protect what matters most while playing a key part in growing the agency's book of business.
If you're competitive, coachable, motivated by goals, and energized by being part of a team that celebrates wins together, this could be the opportunity for you.
Why Howard Hanna Insurance?
Built for Opportunity
As part of the Howard Hanna Family of Companies, you'll have the advantage of working within a trusted, full-service organization that supports clients through every stage of homeownership.
Built for Growth
You won't be left to figure it out alone. We provide hands-on training, ongoing coaching, clear expectations, and support to help you sharpen your skills and grow your career.
Built for Earning Potential
Your effort can directly impact your income, with a strong compensation structure designed to reward performance.
  • Annual base salary plus commission and bonus opportunities
  • First-year compensation range of $45,000-$75,000
  • Competitive uncapped commission potential
  • Opportunity to earn an estimated $125,000 by year three based on productivity

Built for Support
You'll join a high-energy, team-first environment where wins are recognized, feedback is encouraged, and success is something we build together.
Benefits
  • Flexible paid time off and vacation time
  • Paid holidays
  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
  • Hands-on training
  • Career growth opportunities

What You'll Do
As an Insurance Sales Agent, you'll serve as a trusted advisor to clients and prospects while helping drive agency growth.
You'll:
  • Build relationships with prospective and existing clients through proactive communication
  • Quote, market, and present personalized insurance solutions
  • Follow up on lost business, unsold quotes, inbound inquiries, and monoline accounts
  • Identify opportunities to round out accounts and strengthen client protection
  • Listen to client needs, ask thoughtful questions, and recommend coverage options
  • Manage leads, follow-ups, and pipeline activity with consistency
  • Work toward individual and agency sales goals
  • Maintain accurate client and prospect information in agency systems
  • Partner with teammates, account managers, and carrier partners to deliver a strong client experience
  • Seek referrals, support client retention, and help build long-term agency relationships

What We're Looking For
We're looking for someone who is motivated, coachable, and ready to grow in a performance-driven environment.
You'll be successful in this role if you:
  • Hold a Property & Casualty insurance license or are willing to obtain one
  • Have strong communication skills and enjoy connecting with people
  • Bring a competitive mindset and a desire to win
  • Are proactive, organized, and consistent with follow-up
  • Can manage multiple priorities in a fast-paced sales environment
  • Are open to coaching, feedback, and continuous improvement
  • Demonstrate strong follow-through, accountability, and work ethic
  • Work well independently while contributing to a team-first culture
  • Approach challenges with professionalism, adaptability, and a positive attitude

What Success Looks Like
In this role, success means more than hitting numbers. It means building trust, creating momentum, and contributing to a team that wins together.
You'll be successful when you:
  • Achieve and exceed monthly sales goals
  • Consistently engage with prospects, lost leads, unsold quotes, and existing clients
  • Build strong client relationships that lead to retention, referrals, and account growth
  • Continue improving your technical knowledge and sales skills
  • Contribute positive energy, accountability, and collaboration to the team
About Howard Hanna Insurance Services
Howard Hanna Insurance Services provides a one-stop shop for insurance solutions, including home, auto, umbrella, life, business, and commercial insurance. As part of the Howard Hanna Family of Companies, we help clients protect what matters most throughout every stage of homeownership and beyond.
Built Different. Built for Growth.
Built for opportunity.
Built for relationships.
Built for winning together.
Built for you.
Apply today and discover what's possible with a team that's Built Different.
Please note: Candidates will be emailed an assessment upon applying. To be considered, candidates must complete the assessment. We will follow up after review.
HowardHanna.com
Howard Hanna affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.

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