Trainee Sales Representative

Andrew Meier • Harker Heights, TX

1d • Onsite

About The Position

Meier Agency is seeking a Trainee Sales Representative to sell supplemental insurance in a business-to-business setting. The role involves prospecting and meeting with potential clients, learning about insurance products and applicable regulations, understanding customers’ needs, and recommending suitable policies. Representatives build and maintain client relationships and a book of business while tracking sales progress and supporting existing clients.

The agency offers hands-on training and ongoing support, including virtual, in-person, and classroom training and one-on-one coaching from a Sales Manager. Compensation includes an initial six weeks of weekly draw pay, commissions, bonuses, and incentives. The position offers a short sales cycle, typically under three business days, and a potential path to leadership.

Requirements

• Basic computer skills, including proficiency with Microsoft Office.
• Strong communication skills and the ability to analyze and explain complex concepts such as insurance programs.
• Self-driven, professional, positive, and committed to a strong work ethic and growth.
• Must hold or be willing and able to obtain a Health and Life producer license.
• Bachelor's degree or at least four years of professional post-high-school work experience. Candidates within six months of completing a degree may be considered; candidates with less than four years of professional experience may be considered if they have relevant or specialized outside-sales experience.

Nice To Haves

• Experience using accounting or sales-related software.
• Customer-service experience.
• Existing Health and Life general-lines license.

Responsibilities

• Cold-call businesses and meet with potential clients to explain supplemental insurance offerings.
• Build and maintain customer relationships, provide service, address insurance needs, and develop a book of business.
• Maintain reports, records, bookkeeping systems, and other tools to track progress toward monthly sales goals.
• Tailor risk-management strategies and client profiles to individual customer needs.
• Stay informed about changes to agency rules and policies and update insurance programs for existing and prospective clients as appropriate.
• Use marketing approaches, including cold calling and networking, to connect with potential clients while maintaining a portfolio of current clients.
• Conduct meetings with new and prospective clients, listen to their circumstances, and present suitable insurance policies.

Benefits

• Competitive weekly draw pay for the first six weeks, with commissions and bonuses.
• Weekly and monthly bonuses.
• Quarterly and annual incentives, including trips, cash bonuses, and stock options.
• 100% lifetime-vested renewal after five years.
• Virtual, in-person, and classroom training.
• One-on-one training and individual support from a Sales Manager.
• Licensing reimbursement for state fees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level