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Trainee Insurance Advisor Jobs (NOW HIRING)

U.S. Xpress, Inc.

PDOP Advisor

Tunnel Hill, GA · On-site

$21.01 - $24.72/hr

PDOP Advisor TUNNEL HILL USX TERMINAL 0800 - 1700 Position open to remote: No Grade: HR10 ... Insurance What You'll Do: This position is responsible for overseeing the graduation of trainees ...

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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 Jul 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 is an insurance trainee?

An insurance trainee is an entry-level position for individuals learning the fundamentals of insurance sales, underwriting, or claims processing. Trainees typically undergo on-the-job training, develop knowledge of insurance products, and may pursue certifications such as the General Insurance or Life & Health licenses. The role often involves shadowing experienced advisors and gaining practical experience in the insurance industry.

Why do most insurance agents quit?

Most insurance trainee advisors 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 pressure to meet sales targets, which can lead to high turnover among new agents.

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.

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.

How does an insurance advisor get paid?

An insurance advisor typically earns commissions based on the insurance policies they sell, which are paid by the insurance companies. Some advisors also receive a salary or a combination of salary and commissions, especially if working for an agency or firm. Compensation structures can vary depending on the employer and the specific role.

How much does a trainee broker earn?

A trainee insurance advisor typically earns between $20,000 and $40,000 annually, depending on the region, company, and level of experience. As they gain certifications and skills, their earning potential increases, often supplemented by commissions or bonuses.

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 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:
Trainee Insurance Advisor jobs near you
Financial Advisor Trainee (Westlake Village, CA)

Financial Advisor Trainee (Westlake Village, CA)

Raymond James Financial, Inc.

Westlake Village, CA • On-site

$70K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

Job Description
Job Description
Job Summary
The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client's objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long-term development. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals.
Essential Duties and Responsibilities
  • Become trained and skilled to effectively and efficiently function in the Financial Advisor role:
  • Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
  • Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.
  • Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
  • Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
  • Develops a book of business consistent with AMP program goals for assets under management and required production.
  • Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards.
  • Performs other duties and responsibilities as assigned.

Knowledge of
  • Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
  • Basic principles and methods for showing, promoting, and selling products or services.

Skill in
  • Preparing and delivering clear, effective, and professional presentations.
  • Strong communication and interpersonal skills to build relationships with clients.
  • Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques.

Ability to
  • Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.
  • Accept criticism and deal calmly and effectively in high stress situations.
  • Effectively communicate portfolio losses while preserving client loyalty.
  • Provide a high level of client service with a strong focus remaining on what's best for their personal wealth management.
  • Network in the community and effectively market him or herself and Raymond James.

Education/Previous Experience
  • Bachelor's degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.
  • OR ~
  • An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within 4 months from start of program.
  • Series 7 & 66 or ability to obtain within 4 months from start of program.
  • Life, Health and Variable Annuity or ability to obtain within 6 months from start of program.

Education
Bachelor's
Work Experience
General Experience - 13 months to 3 years
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Salary Range
$70,304.00-$75,000.00
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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