Life Insurance Sales Agent - Trainee
Responsibilities
- Meet with individuals and families to discuss their financial goals and protection needs
- Educate clients on life insurance and financial protection options
- Present solutions clearly and professionally while helping clients make informed decisions
- Aid clients with applications and guide them through the underwriting process
- Provide excellent customer service and ongoing support to policyholders
- Help clients and their families navigate the claims process when needed
- Build and maintain strong client relationships through regular follow-up
- Generate new business through networking, referrals, social media, community outreach, and prospecting
- Schedule and conduct appointments with prospective clients
- Maintain accurate client records and ensure all required documentation remains up to date
- Participate in training and professional development opportunities
- Obtain and maintain a Life Insurance License (or be willing to become licensed)
Qualifications
- Active Life Insurance License preferred, but not required
- Willingness to obtain a Life Insurance License if not currently licensed
- Strong communication and people skills
- Customer service, sales, or relationship-building experience is a plus
- Ability to explain concepts clearly and build trust with clients
- Self-motivated, coachable, and goal-oriented
- Comfortable using Zoom, email, and online tools
- Must be able to pass a background check
- Authorized to work and reside in the United States
- DFW-area candidates preferred; remote opportunities are available for qualified applicants nationwide
About Nobility Financial - Relentless Team
Nobility Financial - Relentless Team was founded in 2011 and is headquartered in Carrollton, Texas. The company specializes in retirement planning, life insurance, and debt solutions, helping thousands of clients protect their futures. Known for its innovative training programs, Nobility Financial empowers second-career professionals, particularly couples, to scale their own agencies efficiently. The firm's mission is to improve clients' financial security and strengthen families through shared business-minded ventures.
Compensation
$50,000 - $50,000/year
About the Role
We're looking for motivated individuals who enjoy helping people and building strong relationships. In this role, you'll meet with families, educate them on financial protection options, and help them make informed decisions for their future.