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, Insurance & Membership Services.

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 is an entry-level Sales Agent Trainee role that leads to a full Sales Agent position upon successful completion of training. You will work from a District Office and support both onsite and offsite sales activities under the direction of management. Your primary focus will be selling insurance products and club memberships while delivering excellent member service and accurate documentation.

• Sell insurance products using proven sales call fundamentals; quote rates, qualify applicants, inspect vehicles/property, and complete underwriting paperwork.
• Promote and sell club memberships and other club services; explain benefits and support member retention.
• Develop and follow a sales strategy: generate and work leads, manage time effectively, and close sales.
• Identify cross-sell opportunities to increase product balance and member value.
• Apply underwriting guidelines accurately and maintain compliant documentation.
• Provide in-person, phone, and written service for insurance and membership transactions.
• Collect payments and maintain secure handling of funds and receipts.
• Attend training sessions, meetings, and workshops; complete timecards, expense reports, and other required records.

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Core Responsibilities

• Meet individual and team sales targets while maintaining high service quality.
• Maintain up-to-date product knowledge across insurance and membership services.
• Accurately complete policy forms, membership paperwork, and policy updates.
• Cross-refer leads to other internal departments (insurance, travel, etc.) when appropriate.
• Follow company policies for privacy, underwriting, and recordkeeping.

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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, but entry-level candidates with strong sales aptitude are encouraged to apply.
• Property & Casualty insurance license valid for the selling state — required.
• Valid driver’s license, acceptable DMV record, and minimum liability insurance — required.
• Strong oral and written communication skills.
• Proficiency with Microsoft Office (Word, Access, Excel, PowerPoint).
• Competitive, persistent, organized, and able to manage time and priorities.

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Location & Travel

This position is based in Westwood Hills, KS (District Office). Occasional travel to off-site meetings or conferences may be required (approximately 5%).

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Benefits & Perks

Confidential Client offers a comprehensive benefits package including:

• Medical, dental, and vision coverage
• 401(k) plan with company match and pension
• Tuition assistance
• Paid time off, floating holidays, and paid parental leave
• Wellness programs and employee discounts (membership, insurance, travel, entertainment)
• Career development and training opportunities

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Why Join Confidential Client

Confidential Client is part of a large national club network serving millions of members. The organization values diversity and invests in employee development, offering a stable brand, career growth, and benefits that support long-term success.

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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.