Insurance Sales Leader & Field Training Coach

Canyon Creek Financial LLC.; Helena (MT); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Base draw

Uncapped commissions

Bonus opportunities

CRM tools

Training provided

Fast sales cycle

First-year earnings

Job summary

Canyon Creek Financial is seeking an Insurance Sales Specialist and Training Consultant to empower local businesses by protecting their people and mentoring new teammates. You’ll set your own schedule, guide others in the field, and cultivate meaningful relationships within a collaborative culture.

The role emphasizes independent, face-to-face outreach, with a structured path to leadership and a compensation model that includes commissions and bonuses.

Qualifications

• 1 year, minimum, of B2B sales experience or client-facing role.
• Mentorship or coaching experience is a plus (but not required).
• Excellent communicator who builds trust naturally—no pushy tactics needed.
• Dependable, organized, and self-motivated.
• Willingness to travel locally for in-person sales.
• State Health License (or willingness to obtain—licensing support and reimbursement provided).

Responsibilities

• Connect with business owners through professional, in-person outreach.
• Present supplemental insurance solutions that bring clarity and peace of mind.
• Build long-term client relationships based on trust, not pressure; mentor new team members by modeling consistency, care, and professionalism.
• Balance autonomy with collaboration—managing your schedule while staying connected to the team.

Skills

B2B sales experience

Excellent communicator

Dependable and organized

Self-motivated

Willingness to travel locally

Education

State Health License (or willingness to obtain)

Job description

Canyon Creek Financial is seeking an Insurance Sales Specialist and Training Consultant to empower local businesses by protecting their people and mentoring new teammates. You’ll set your own schedule, guide others in the field, and cultivate meaningful relationships within a collaborative culture.

The role emphasizes independent, face-to-face outreach, with a structured path to leadership and a compensation model that includes commissions and bonuses.