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Trainee Insurance Advisor Jobs (NOW HIRING)

Sierra Air

Comfort Advisor Trainee

Reno, NV

$100K - $110K/yr

The Comfort Advisor Trainee (Residential HVAC Sales Advisor Trainee) role is an entry-level ... Health insurance: Comprehensive medical, dental, and vision coverage. * Retirement plan: 401(k) ...

Raymondjames

AMP Financial Advisor Trainee

Tamuning, GU · On-site

$70K - $75K/yr

... trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound ... insurance; critical illness insurance and accident insurance; disability benefits; retirement ...

Raymondjames

AMP Financial Advisor Trainee

Pasadena, CA · On-site

$70K - $75K/yr

... trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound ... insurance; critical illness insurance and accident insurance; disability benefits; retirement ...

Raymondjames

AMP Financial Advisor Trainee

Honolulu, HI · On-site

$70K - $75K/yr

... trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound ... insurance; critical illness insurance and accident insurance; disability benefits; retirement ...

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Trainee Insurance Advisor information

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$31.5K

$48.4K

$69.5K

How much do trainee insurance advisor jobs pay per year?

As of Sep 15, 2026, the average yearly pay for trainee insurance advisor in the United States is $48,432.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $52,000.00 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 cities are hiring for Trainee Insurance Advisor jobs?

Cities with the most Trainee Insurance Advisor job openings:

What are the most commonly searched types of Insurance Advisor jobs?

The most popular types of Insurance Advisor jobs are:

What states have the most Trainee Insurance Advisor jobs?

States with the most job openings for Trainee Insurance Advisor jobs include:

What are popular job titles related to Trainee Insurance Advisor jobs?

For Trainee Insurance Advisor jobs, the most frequently searched job titles are:

Trainee Insurance Advisor jobs near you

Comfort Advisor Trainee

Reno, NV

Sierra Air
Personal Services • 11 - 50 employees
Learn more about Sierra Airexternal

$100K - $110K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 days ago

Job description

Job Overview:

The Comfort Advisor Trainee (Residential HVAC Sales Advisor Trainee) role is an entry-level position designed to provide comprehensive training and mentorship to individuals interested in pursuing a career in HVAC sales. This position is perfect for someone passionate about customer service and wanting to grow their career in a supportive and dynamic environment.

Our Next Class Starts 10/12

What You'll Do:

During training, you will participate in extensive training to conduct in-home consultations, assess HVAC needs, and recommend appropriate systems and services. You will also shadow experienced Comfort Advisors during in-home consultations to gain hands-on experience assessing customers' needs, including providing support in preparing presentations and detailed quotes.

After graduation, you will be able to…

  • Conduct In-Home Consultations: Meet with homeowners to evaluate their HVAC needs, perform assessments, and discuss potential solutions.
  • Present HVAC Solutions: Provide detailed explanations of our HVAC products and services, helping customers make informed decisions.
  • Prepare Estimates: Develop accurate and competitive pricing estimates based on customer requirements and company guidelines.
  • Close Sales: Utilize effective sales techniques to convert consultations into sales, meeting or exceeding sales targets.
  • Follow-Up: Maintain customer communication to ensure satisfaction, address concerns, and provide ongoing support.
  • Leverage Leads: Work with company-provided leads and self-generated prospects to maximize sales opportunities.
  • Attend Training: Participate in ongoing training sessions to stay updated on product knowledge, sales strategies, and industry trends.
  • Documentation: Maintain accurate records of sales activities, customer interactions, and installation schedules.

Qualifications:

  • At least 1 year of successful sales and/or customer service experience. Consultative sales experience is a plus!
  • Strong interest in HVAC systems and sales.
  • Excellent communication skills. Ability to understand and explain technical information in a clear and concise manner.
  • A positive, coachable, and driven attitude.
  • Willingness to work flexible hours, including evenings and weekends.
  • A current and valid driver's license in the state where you will work.

What We Offer:

  • Competitive base salary with opportunities for unlimited commission as you progress.
  • Comprehensive training program to help you succeed.
  • Company-provided phone and other essential tools for successful sales presentations.
  • Health insurance: Comprehensive medical, dental, and vision coverage.
  • Retirement plan: 401(k) with company match.
  • Paid time off: Generous vacation, holidays, and sick leave.
  • Training and development: Ongoing opportunities for professional growth and advancement.
  • Company culture: A supportive, inclusive, and dynamic work environment focusing on teamwork and employee satisfaction.

Apply Today!

#SIR

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Pay Range
$100,000—$110,000 USD

About Sierra Air:

Sierra Air has installed over 30,000 heating and cooling systems in this area since 1986. We've earned a great reputation for providing our customers with friendly, reliable service and practical solutions that result in year-round comfort and savings. Honesty, integrity, and excellent customer service is our constant goal and top priority. 

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