Trainee - Life Insurance Sales Agent

Job Description

Job Description

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.

We are not your regular 9-5. We're a growing team focused on personal development, leadership, and making a real difference in people's lives. If you're driven, coachable, and excited about creating additional income while helping others protect what matters most, we'd love to connect with you.

Training and support provided. Licensed agents and individuals interested in becoming licensed are encouraged to apply.

$50,000+ at plan commission based on performance

• Expand our prospective customer base and market our insurance products via including networking, referrals, cold calling, and various marketing strategies to bring in new business
• Determine new customers’ insurance needs, desires, insurance risk, prior coverage, and financial standing via booked consultations to ensure the best client experience possible
• Assist current policyholders during the insurance claims process while overseeing existing insurance claims
• Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking, and responding to inquiries regarding billing, coverage, eligibility, and insurance policies

• 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
• Assist 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)

• DFW, TX -area candidates PREFERRED
• Active Life Insurance License preferred, but not required
• Willingness to obtain a Life Insurance License if not currently licensed
• Willingness to follow training schedule and 
• 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
• Willing to attend weekly training sessions
• 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

Founded in 2011 and headquartered in Carrollton, Texas, Nobility Financial - Relentless Team stands out in the insurance industry for its innovative approach to professional development and client service.

Specializing in retirement planning, life insurance, and debt solutions, the firm has helped thousands of clients protect their futures. Nobility Financial is recognized for its unique training programs that empower second-career professionals, particularly couples, to scale their own agencies efficiently.

With a mission to improve clients’ financial security and strengthen families through shared business-minded ventures, Nobility Financial embodies service, personal growth, and community support.

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