Insurance Agent – Training

Jobtailor; Kansas; On-site; USD 55,000 - 85,000; Full time

Job summary

Jobtailor is seeking a motivated professional to provide personalized life insurance and investment guidance to members in Kansas. You will conduct consultations, educate on retirement planning and college savings, and engage with local leads from marketing and community events.

You will build lasting relationships through regular reviews, participate in training programs, and ensure compliance with industry regulations and licensing requirements.

Qualifications

• Team-oriented and motivated with a willingness to obtain state insurance license.
• Positive attitude and enthusiastic demeanor in member interactions.
• Community-focused with ability to engage locally.
• College degree preferred but not required.

Responsibilities

• Conduct personalized member consultations to assess financial goals and provide life insurance and investment guidance.
• Educate members on financial tools including retirement planning and college savings.
• Engage with member leads from local marketing and community events.
• Build ongoing relationships with regular check-ins and plan revisions.
• Participate in mentorship and training programs to develop professional skills.
• Adhere to industry regulations, policies, and licensing requirements.

Skills

Team-Oriented

Enthusiastic

Positive Attitude

Community-Focused

Coachable

Athletic Background

Military Background

Goal-Driven

State Insurance License

College Degree

Education

College degree

Job description

Responsibilities

• Personalized Member Consultations: Meet with individuals and families to understand their current financial situation and long‑term goals, offering tailored life insurance and investment‑based solutions (once state certifications and company sponsored training are achieved).
• Financial Guidance: Educate members on a variety of financial tools including life insurance, retirement planning, college savings, and other asset protection strategies.
• Member Lead Engagement: Meet with existing member leads provided through local marketing efforts and community engagement initiatives.
• Relationship Building: Provide exceptional, ongoing service to members with regular reviews and check‑ins to adjust financial plans as life evolves.
• Community Engagement: Actively build your network through relationship‑based prospecting, local involvement, referrals, and member events.
• Training and Growth: Participate in Modern Woodmen’s mentorship and training programs to sharpen your professional skills and explore paths to leadership.
• Goal Achievement: Meet or exceed performance benchmarks for member activity, plan implementation, and retention.
• Compliance & Ethics: Adhere to all industry regulations, company policies, and state licensing requirements, maintaining the highest standards of professionalism, integrity, and ethical conduct in all member interactions.

Requirements

• Team‑Oriented
• Enthusiastic
• Positive Attitude
• Community‑Focused
• Coachable
• Athletic Background (bonus)
• Military Background (bonus)
• Goal‑Driven
• Willingness to Obtain State Insurance License
• College Degree (preferred, not required)