Insurance Sales Representative and Trainer

R.I.S.E. Financial; Lacey (WA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Career growth

Licensing support

Ongoing development

Autonomy & team environment

Job summary

RISE Financial is seeking an Insurance Sales Representative and Trainer to drive sales while leading the training and development of new team members. The role combines client-facing sales with hands-on instruction to ensure staff thrive in our proven sales environment.

The position offers weekly base draw plus commissions, with licensing support and ongoing development. Travel within the assigned region and in-person team collaboration are required.

Qualifications

• Proven experience in sales, ideally in insurance or financial services
• Strong background in sales training or coaching
• Excellent communication skills, both verbal and written
• Quick learner with a growth mindset and ability to teach others
• Strong organizational skills and attention to detail
• Comfortable with using sales technologies and CRM systems

Responsibilities

• Sales Representation: engage in prospecting, networking, and closing deals to meet sales goals
• Training & Development: lead comprehensive training sessions for new hires and existing team members
• Coaching & Mentorship: provide ongoing support to refine skills and overcome challenges
• Performance Monitoring: track trainee progress and provide feedback to improve results
• Curriculum Mastery: translate sales processes into effective training modules
• Team Collaboration: align with sales leadership on strategies and goals

Skills

Sales experience

Sales training

Coaching

Communication skills

Organizational skills

CRM systems

Tools

CRM software

Job description

Insurance Sales Representative and Trainer

About Us

RISE Financial is a rapidly growing leader in supplemental insurance solutions, committed to providing exceptional service to our communities. As we expand, we are looking for an Insurance Sales Representative & Trainer to join our team. In this unique role, you'll not only drive sales and exceed targets but also lead the training and development of new team members to ensure they thrive in our proven sales environment.

Key Responsibilities

• Sales Representation: Actively engage in sales activities, including prospecting, networking, and closing deals, to meet individual and team sales goals.
• Training & Development: Master our sales processes and best practices, and use this expertise to lead comprehensive training sessions for new hires and existing team members. Ensure everyone is equipped to succeed in our sales environment.
• Coaching & Mentorship: Provide ongoing support and guidance to sales staff, helping them refine their skills, tackle challenges, and realize their full potential.
• Performance Monitoring: Track the progress of trainees and sales representatives, providing feedback and guidance to improve performance and increase results.
• Curriculum Mastery: Learn and internalize all company sales processes, materials, and strategies, and translate these into effective training modules and workshops for others.
• Team Collaboration: Partner closely with the sales leadership team to align on strategies, goals, and performance expectations across the entire team.

Qualifications

• Proven experience in sales, ideally in face-to-face environments, with a strong background in the insurance or financial services sectors
• Strong background in sales training or coaching, with a track record of successfully onboarding and developing sales teams.
• Excellent communication skills, both verbal and written, with the ability to motivate and inspire others.
• Quick learner with a growth mindset, able to master our sales processes and effectively teach them to others.
• Strong organizational skills, attention to detail, and ability to manage multiple trainees or teams.
• Comfortable with using sales technologies and CRM systems to track performance and manage team progress.

What We Offer

• Competitive Compensation: Weekly base draw pay, plus the opportunity to earn commissions based on your performance.
• Career Growth: Endless opportunities for advancement within our rapidly expanding company.
• Licensing Support: Assistance in obtaining your state health insurance license, including reimbursements.
• Ongoing Development: Continuous training to help you stay at the top of your game.
• Autonomy & Team Environment: Enjoy the freedom to operate independently, with the full support of a collaborative team.

Additional Requirements

• Driver's License & Transportation: A valid driver's license and reliable transportation are required for travel within your designated sales area.
• Travel Availability: Willingness to travel within your region, including occasional overnight trips.
• Technology Requirements: Must have access to a working cell phone, iPad, and a data plan to manage client communications and sales activities.
• Health Insurance License: While a state health insurance license is not required to apply, you must be willing to obtain it upon joining the team.

Job Type

Job Type: Full-time
Pay: $80,000 - $110,000 per year
Schedule:

• Monday to Friday
• Weekends as needed
  Work Location: Business-to-business, in-person

To find out more about us, please check us out at: https://rise-financial-group.com/homepage