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.

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What You’ll Do

This role is an entry-level Sales Agent Trainee position designed to develop into a full Sales Agent. You will work in a District Office and perform onsite and offsite activities as directed by management to sell membership and insurance products, support members, and maintain accurate documentation and underwriting compliance.

• Sell insurance products and club/membership services using proven sales call techniques.
• Quote rates, qualify applicants, inspect vehicles or property, and complete documentation to meet underwriting standards.
• Develop and follow a sales strategy: generate leads, manage contacts, prioritize opportunities, and close sales.
• Identify cross-sell opportunities to deliver the best mix of membership and insurance products to members.
• Maintain accurate policy ratings and complete all required forms for new and existing accounts.
• Provide in-person, telephone, and written service for member insurance and membership needs.
• Collect payments and maintain secure handling of receipts and funds.
• Attend required training, meetings, and complete timecards, expense reports, and other documentation on time.
• Collaborate with other departments by providing qualified referrals and sales leads.

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Qualifications

• Bachelor’s degree or equivalent combination of education and experience preferred.
• 1–3 years of insurance sales or service experience preferred.
• Property & Casualty insurance license valid in the state where you will sell — required.
• Valid driver’s license, acceptable driving record, and minimum liability insurance per state requirements.
• Strong oral and written communication skills.
• Proficiency with Microsoft Office (Word, Access, Excel, PowerPoint).
• Highly organized, persistent, and competitive with demonstrated sales focus.
• Customer-service oriented and able to work in a team environment.

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Travel Requirements

• Occasional travel for off-site meetings or conferences (~5%).

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Benefits

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

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About the Confidential Client

The Confidential Client is a large, member-focused organization within the national automobile club federation. They employ a diverse workforce across multiple states and prioritize career development, service excellence, and inclusion. This role is a good fit for career-minded, service-driven professionals who want to grow in insurance and membership sales.

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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.