Insurance Sales Leader in Training

HTU; Rhinelander (WI); On-site; USD 50,000 - 100,000; Full time

Job summary

HTU in Rhinelander, WI invites an insurance professional to conduct initial client interviews, assess needs, and clearly explain available policy options. You will guide applicants through underwriting steps, forms, and payment arrangements, building trust and clarity.

As a leader, you will recruit and train a team, foster a competitive and inclusive culture, and strive to meet KPI targets while developing expertise in senior insurance solutions.

Responsibilities

• Conduct initial interviews to assess client needs and clearly explain available insurance policy options.
• Perform field underwriting with integrity.
• Ensure all medical and necessary forms are completed and submitted.
• Arrange payment methods with applicants.
• Follow up on client claims and process insurance policy requests.
• Maintain regular follow-up with clients for ongoing support.
• Support team members to achieve agreed KPIs.
• Become a subject matter expert in senior insurance solutions.
• Recruit and train a team of insurance professionals following approved guidelines and training.
• Foster a competitive, fun, and inclusive work environment.

Job description

HTU in Rhinelander, WI invites an insurance professional to conduct initial client interviews, assess needs, and clearly explain available policy options. You will guide applicants through underwriting steps, forms, and payment arrangements, building trust and clarity.

As a leader, you will recruit and train a team, foster a competitive and inclusive culture, and strive to meet KPI targets while developing expertise in senior insurance solutions.