Insurance Sales Leadership Trainee: Build Teams & Expertise

HTU; Shelton (CT); On-site; USD 50,000 - 100,000; Full time

Job summary

HTU in Shelton, CT is seeking a results-driven Insurance Roles professional to conduct initial client interviews, explain policy options, and support local veterans. You will lead underwriting processes, ensure forms are completed, and maintain ongoing client engagement.

The role emphasizes building a skilled team, achieving KPIs, and providing expert guidance on senior insurance solutions in a collaborative, inclusive environment.

Qualifications

• Competitive drive and winning mentality.
• Strong work ethic and grit.
• Effective communication skills.
• Ability to adapt and learn quickly.
• Availability to start within six weeks.
• Previous leadership experience is a plus.

Responsibilities

• Conduct initial interviews to assess client needs and clearly explain available insurance policy options.
• Support local American Legion and A.M. Vets as requested.
• 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.
• Establish and 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.
• Maintain a competitive, fun, and inclusive work environment.

Skills

Competitive drive

Strong work ethic

Communication skills

Adaptability

Availability to start

Leadership experience

Job description

HTU in Shelton, CT is seeking a results-driven Insurance Roles professional to conduct initial client interviews, explain policy options, and support local veterans. You will lead underwriting processes, ensure forms are completed, and maintain ongoing client engagement.

The role emphasizes building a skilled team, achieving KPIs, and providing expert guidance on senior insurance solutions in a collaborative, inclusive environment.