AZ-Gilbert Sales Management Trainee (HEAR FROM OUR AGENTS!)

At Key Retirement Solutions we are dedicated to serving those in need of insurance, especially seniors. We are proudly independent, answering only our customers. The choices our customers make are key life decisions and we work every day to help them find the right solutions at affordable prices. What we do is important, personal, and precise. Every time we help a customer decide what’s right for them, it makes them – and our organization – stronger.

With a hybrid business model tailored to provide the best solutions, a diverse product portfolio from top carriers, and a strong presence in 175 locations nationwide, we stand prepared to support America's seniors.

• Conduct initial interviews with clients to assess their needs and provide clear explanations of available insurance policy options.
• Conduct field underwriting with utmost integrity.
• Ensure that all medical and required documentation forms are accurately completed and promptly submitted.
• Arrange a payment method with the applicant.
• Follow up on claims filed by clients.
• Process all insurance policy requests.
• Follow up with clients on scheduled basis for outstanding support.
• Establish and support team members to hit agreed upon KPIS.
• Develop expertise as a subject matter specialist in senior insurance solutions.
• Follow approved guidelines, training, and support to recruit and train a team of insurance professionals.
• Maintain a competitive, fun, inclusive environment.

Hear From The Team

• Demonstrated competitive drive and a strong winning mentality
• Unparalleled work-ethic and grit
• Strong communication skills
• Ability to adapt and learn quickly.
• Able to commence within a maximum of 6 weeks from the offer date.
• Previous leadership experience a plus.

*Compensation is highly customizable, and should be discussed directly with the onboarding manager.