Insurance Agent Intern

Chuck Weed - State Farm Agency; Oxford (PA); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Mentorship program

Licensing support

Sign-on bonus for licensed applicants

Job summary

gobravvo is offering an Insurance Agent Intern position designed to mentor you in insurance and financial services, covering a broad portfolio including auto, homeowners, life, and investment products. You will learn client outreach, product offerings, and compliance while gaining hands-on experience and leadership skills.

Ideal candidates are entrepreneurial, eager to learn, and capable of professional client interactions.

Qualifications

• Enthusiastic, kind and motivated to assist others.
• Resilient and able to handle rejection while staying motivated.
• Friendly, outgoing, entrepreneurial spirit and eager to learn.
• Comfortable with cold calls and in-person outreach.
• Willing to pursue required licensing and exams.

Responsibilities

• Initiate outbound communications to existing leads or clients.
• Develop proficiency with client management software and detailed records.
• Stay updated on insurance product offerings and compliance requirements.
• Schedule appointments for licensed team members.
• Organize and manage databases of prospects and clients.
• Demonstrate professional telephone manners at all times.
• Participate in training to develop leadership and marketing skills.
• Adhere to compliance standards and agency guidelines.
• Contribute to outreach, client retention, and growth goals.

Skills

Outbound calls

CRM software

Lead follow-up

Scheduling

Data management

Professional communication

Marketing skills

Education

Property & Casualty license recommended

Series 6/63/65 exams planned

Tools

CRM system

Job description

Insurance Agent InternAre you passionate about building a future in the financial services and insurance industry? As an Insurance Agent Intern, you will immerse yourself in a comprehensive mentorship and training experience designed to prepare you for a rewarding career as an insurance professional. This internship focuses on developing your knowledge of insurance and financial products, enhancing your client relationship skills, and providing you with a strong foundation to pursue advanced roles within the industry. You will play a key role in supporting a high-performing agency team, learning the intricacies of client outreach, product offerings, compliance, and business development.

The Insurance Agent Intern position offers exposure to a broad range of services including auto insurance, homeowners insurance, renters insurance, business insurance, life insurance, disability insurance, annuities, banking products, investment advisory, and financial investment services. This is an excellent opportunity to learn from experienced professionals, gain hands‑on experience, and develop the leadership and marketing skills essential for a successful career in insurance and financial services. You will be empowered to engage with clients, understand their needs, and help protect or grow their assets through tailored solutions.

This role is ideal for individuals who are entrepreneurial, enthusiastic, and motivated to help others achieve financial security. The Insurance Agent Intern will acquire practical skills in communication, client management, sales, and compliance, while receiving mentorship from successful industry leaders. You will learn how to build lasting client relationships, navigate industry regulations, and prepare for licensure requirements that pave the way for career advancement.

As an Insurance Agent Intern, you will demonstrate professionalism in all interactions, maintain accurate records, and contribute to the agency's client retention and growth initiatives. This position provides an excellent platform for personal and professional growth, with opportunities for advancement for high‑performing individuals. If you are eager to learn, resilient in the face of challenges, and committed to making a positive impact, this internship is the perfect starting point for your career in insurance and financial services.

Insurance Agent Intern - Summary

• Mentorship-based internship in insurance and financial services
• Opportunities to learn about a diverse portfolio of insurance and financial products
• Hands‑on training and professional development
• Preparation for licensure and advanced industry certifications
• Supportive, growth‑oriented team environment

Duties & Responsibilities

• Initiate outbound communications to existing leads or clients to discuss insurance and financial product options
• Develop proficiency in using client management software and maintaining detailed records of interactions
• Stay updated on insurance product offerings and compliance requirements
• Schedule appointments for licensed team members or agency leadership based on lead follow‑up
• Organize, update, and manage databases of prospects and clients efficiently
• Exhibit professional and courteous telephone manners at all times
• Participate in training to develop leadership skills and learn marketing strategies
• Adhere to all compliance standards and agency guidelines in client communications
• Contribute to the agency's outreach, client retention, and business growth goals

Salary & Benefits

• Base salary plus commissions and performance‑based bonuses
• Opportunities for supplemental health benefits
• Paid time off, including vacation and personal/sick days
• Eligibility for Simple IRA after 60 days of employment
• Potential for growth and advancement within the agency
• Licensing costs covered by the agency
• Sign‑on bonus for applicants with insurance licenses in Property, Casualty, Life, or Health

Qualifications & Requirements

• Property and Casualty licensing recommended or willingness to pursue licensing
• Enthusiastic, kind, and motivated to assist others
• Resilient and able to handle rejection while maintaining motivation
• Friendly and outgoing demeanor, entrepreneurial spirit, and eagerness to learn
• Comfortable with making cold calls and in‑person outreach
• Ability to pass required insurance exams and, eventually, Series 6, Series 63, and Series 65 investment exams
• Suitable for students (junior or senior in sales, entrepreneurial, or finance‑related fields) or recent graduates

Ideal Candidate Snapshot

• Demonstrates a passion for financial services and insurance
• Possesses excellent communication, organization, and persuasion skills
• Thrives in a mentorship environment and is open to feedback
• Exhibits professionalism, integrity, and a commitment to compliance
• Seeks long‑term career growth and is motivated by helping others achieve financial security

Other Relevant Information

• This position is with an independent contractor agent, not directly with the insurance company
• Employees must successfully complete all applicable licensing requirements and training programs
• Agency employees are not employees of the insurance company; they are hired by the independent contractor agent
• Equal opportunity employment is provided, ensuring a welcoming and inclusive workplace for all candidates