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Trainee Insurance Advisor Jobs in Dallas, TX (NOW HIRING)

Ewing Buick GMC

Service Advisor Trainee

Plano, TX · On-site

Assists Service Advisors in writing Repair Orders, detailing problems and pertinent information ... Medical Insurance plans tailored to salary and wage levels * Dental and Vision Insurance * Paid ...

First Command

Financial Advisor

Dallas, TX

Insurance/risk management Training and licensing support: * First Command offers a comprehensive ... Successful completion of the paid trainee program opens the door to becoming an independent ...

First Command

Financial Advisor

Fort Worth, TX

Insurance/risk management Training and licensing support: * First Command offers a comprehensive ... Successful completion of the paid trainee program opens the door to becoming an independent ...

First Command

Financial Advisor

Addison, TX

Insurance/risk management Training and licensing support: * First Command offers a comprehensive ... Successful completion of the paid trainee program opens the door to becoming an independent ...

Power Design, Inc.

Electrical Trainee

Dallas, TX

$18 - $35/hr

Advise management on whether continued operation of equipment could be hazardous * Maintain current ... Power Design has national health and dental plans, and we also offer life insurance and short and ...

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All JobsInsurance Advisor JobsTrainee Insurance Advisor JobsTrainee Insurance Advisor Jobs in Dallas, TX

Trainee Insurance Advisor information

See Dallas, TX salary details

$31.2K

$47.9K

$68.8K

How much do trainee insurance advisor jobs pay per year?

As of Aug 25, 2026, the average yearly pay for trainee insurance advisor in Dallas, TX is $47,911.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $51,400.00 per year, depending on experience, location, and employer.

What does a trainee insurance advisor do?

A Trainee Insurance Advisor learns the fundamentals of the insurance industry while assisting clients with their insurance needs. They receive training on various insurance products, policies, and regulations, and often shadow experienced advisors to gain practical experience. Their duties may include answering customer inquiries, preparing quotes, processing paperwork, and learning how to assess clients' insurance requirements. Over time, they develop the skills necessary to advise clients independently and help them choose appropriate insurance coverage.

What are the key skills and qualifications needed to thrive as a trainee insurance advisor, and why are they important?

To thrive as a Trainee Insurance Advisor, you generally need strong numeracy, analytical abilities, and a basic understanding of financial products, often supported by a relevant degree or equivalent experience. Familiarity with customer relationship management (CRM) systems and insurance-specific software, as well as progress toward industry certifications like CII, is typical. Excellent communication, active listening, and a client-focused attitude help you build trust and effectively address client needs. These skills and qualities are crucial for providing accurate advice, maintaining compliance, and establishing long-term client relationships in a competitive industry.

What are some common challenges faced by a trainee insurance advisor in their first year, and how can they overcome them?

Trainee Insurance Advisors often encounter challenges such as understanding complex insurance products, building client trust, and meeting sales targets in their first year. Navigating industry regulations and adapting to changing client needs can also be demanding. Overcoming these challenges involves actively participating in training sessions, seeking mentorship from experienced advisors, and consistently enhancing communication skills. Embracing feedback and developing a strong knowledge base are key to building confidence and achieving early success in the role.

What is the difference between Trainee Insurance Advisor vs Insurance Advisor?

AspectTrainee Insurance AdvisorInsurance Advisor
CertificationsEntry-level certifications, training programsProfessional licenses, certifications
Work EnvironmentTraining period, supervised environmentClient-facing, independent or team-based
ExperienceLimited or no experience, on-the-job trainingExperienced, proven track record
Job RoleLearning and supporting salesAdvising clients, selling policies

The main difference between a Trainee Insurance Advisor and an Insurance Advisor is experience and certification level. Trainee roles focus on training and development, while Insurance Advisors are fully qualified professionals actively advising clients. Trainees are in a learning phase, whereas Advisors have established expertise to handle client needs independently.

How does a trainee insurance advisor get paid?

A trainee insurance advisor typically earns a combination of base salary and commissions based on the policies they sell or service. Compensation structures often include performance bonuses and may vary depending on the employer and sales targets, with some roles offering training stipends or hourly wages during the initial period.

How to get a job in insurance with no experience?

To become a trainee insurance advisor with no experience, focus on developing strong communication and customer service skills, and consider completing relevant certifications such as insurance licensing courses. Entry-level positions often provide on-the-job training, so applying to companies that offer training programs can help you gain industry knowledge and experience quickly.

What are the most commonly searched types of Insurance Advisor jobs in Dallas, TX?

The most popular types of Insurance Advisor jobs in Dallas, TX are:

Trainee Insurance Advisor jobs near you
Infographic showing various Trainee Insurance Advisor job openings in Dallas, TX as of July 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $47,911 per year, or $23 per hour.

Service Advisor Trainee

Plano, TX • On-site

Mercedes-Benz of Plano
Motor Vehicle Manufacturing • 51 - 200 employees
Learn more about Mercedes-Benz of Planoexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

ESSENTIAL FUNCTIONS:
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
  • Shadows experienced Service Advisors to learn how to determine the needs of clients and collect the information necessary for service or repair diagnosis
  • Learns to provide clients with an accurate estimate of repair or maintenance costs, and/or a minimal diagnostic fee with explanation of associated costs
  • Assists Service Advisors in writing Repair Orders, detailing problems and pertinent information, and securing clients' signatures for authorization of repair or service
  • Observes and learns how to inform clients of repair diagnosis and sell repairs and services needed or required for proper operation
  • Learns to present and manage extended warranties and complete required documentation
  • Assists in inspecting quality of vehicles following repair or service to verify that all authorized work is performed and performed properly in the effort to reduce rechecks
  • Supports Service Advisors in following up on the progress of each repair order during the day and contacting clients by phone or e-mail twice daily to notify them of any changes to the status or estimated time of completion of their repair, documenting changes on the repair order
  • Assists in notifying clients when repairs are completed and vehicles are ready for delivery
  • Observes Service Advisors as they review and explain repairs and associated costs with clients upon completion of service
  • Learns to document verbal, in person, and written approvals on repair orders and add-on sales
  • Assists in maintaining a readable status sheet (route sheet) of carryover vehicles and status of clients in for repairs
  • Assists in maintaining a record of status of special order parts
  • Learns dealership standards for Customer Satisfaction Index (CSI) ratings and the practices used to maintain them
  • Learns dealership standards for hours per repair order (HPR) and the practices used to maintain them
  • Supports the service department with day-to-day operational needs, including greeting clients, answering phones, and coordinating with technicians, parts personnel, and porters
  • Completes all assigned manufacturer, dealership, and vendor training courses within required timeframes
  • Progresses toward independently managing their own clients and writing their own repair orders upon successful completion of the training period
  • Other Duties: Job description is not designed to cover a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time.

MINIMUM QUALIFICATIONS/SKILLS:
  • Current, valid driver's license and satisfactory Motor Vehicle Report (MVR)
  • High school diploma or general education degree (GED)
  • Customer service-oriented and friendly demeanor
  • Ability to multitask and tend to several clients at once
  • Positive attitude and willingness to work as a team; genuine interest in pursuing a career as an automotive Service Advisor

SUPERVISORY RESPONSIBILITIES:
This role has no supervisory responsibilities
WORK ENVIRONMENT:
This job operates in a professional office environment with frequent travel between dealership locations and local offices. This role routinely uses standard office equipment such as computers, phones, and printers.
PHYSICAL DEMANDS:
  • Must be able to lift up to 10 pounds independently; majority of lifting from knee to shoulder heights; other lifting required from various levels
  • Requires standing for extended period with frequent stretching, reaching, walking and stooping, pushing and/or pulling in an environment that may be cold, hot, noisy, and wet and may have fumes or odors due to vehicle maintenance
  • May require some driving and typing. Required to have visual acuity to operate motor vehicles
  • Requires excellent visual acuity and manual dexterity

BENEFITS:
  • Medical Insurance plans tailored to salary and wage levels
  • Dental and Vision Insurance
  • Paid Parental Leave
  • 401(k) with matching
  • Disability Insurance, Pet Insurance, Group Life Insurance
  • Flexible Spending Accounts
  • Critical Illness, Accident, and Hospital Indemnity Supplemental Coverage
  • Voluntary life and ADD coverage
  • Short-term Disability and Long-term Disability
  • Competitive Pay Plans
  • Paid time off, Paid Holidays and Paid Time Off for community service events
  • Employee discounts on vehicle purchases and service
  • Growth opportunities
  • Annual company events and family-friendly celebrations

AFFIRMATIVE ACTION/EEO STATEMENT:
The Company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, or any other status protected under applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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