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Sales Agent

Confidential Client•Financial Services
Entry LevelFull-timeOn-Site$56,128
Columbia, Missouri
A Day Ago

The Sales Agent role at Confidential Client involves selling insurance products and club memberships through direct sales activities conducted onsite and offsite within a district office. The position requires developing sales leads, managing customer relationships, adhering to underwriting guidelines, and maintaining accurate documentation to support club growth and service quality. This entry-level role offers comprehensive training and opportunities to enhance sales skills in a dynamic, member-focused environment.

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Description

About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.


Job Summary

Confidential Client is hiring an entry-level Sales Agent Trainee in Columbia, MO. This position is designed to lead to a full Sales Agent role after successful completion of training. The role is based in a district office and includes on-site and off-site member appointments, product inspections, and documentation required for insurance and membership sales.

  • Estimated salary: $56,128 per year (estimated)
  • Employment type: Full-time
  • Location: Columbia, MO (on-site; some off-site appointments)

What You’ll Do

  • Sell insurance products and club/membership services using established sales techniques (Successful Sales Calls - SSC).
  • Quote rates, qualify applicants, inspect vehicles/property when required, and complete accurate underwriting documentation.
  • Promote Club services and membership benefits to prospective and existing members.
  • Develop and follow a sales strategy: source leads, follow up on contacts, and convert opportunities.
  • Identify cross-sell opportunities to maintain a balanced product mix and increase member value.
  • Provide policy service in person, by phone, and in writing — complete forms to amend, cancel or update policies and membership records.
  • Collect payments securely and maintain accurate transaction records.
  • Attend meetings, training sessions, and complete required timecards and expense documentation.

Qualifications

  • Bachelor's degree or equivalent combination of education and experience preferred.
  • 1–3 years of insurance sales or service experience preferred.
  • Strong oral and written communication skills.
  • Working knowledge of Microsoft Office (Word, Access, Excel, PowerPoint).
  • Demonstrated competitive drive, persistence, and strong organizational skills.
  • Commitment to accuracy and compliance with underwriting guidelines.

Travel Requirements

  • Occasional travel to off-site meetings or conferences (approximately 5%).

Benefits

Confidential Client offers a competitive benefits package, typically including:

  • Health coverage: medical, dental, and vision
  • 401(k) savings plan with company match and pension options
  • Tuition assistance
  • Floating holidays and paid time off for community volunteer programs
  • Paid parental leave
  • Employee wellness programs
  • Employee discounts on membership, insurance, travel, entertainment, and services

About Confidential Client

Confidential Client is part of a national federation serving millions of members. The organization values diversity and teamwork and seeks career-minded, service-driven professionals to deliver exceptional member service and product value.

Confidential Client participates in E-Verify.


Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.


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