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Insurance Advisor Trainee - Affinity

Travelers

Richardson, TX, U.S.
Full-time, Remote
Posted Jan 09, 2026
Remote

Compensation

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About the role

None specified

Responsibilities

  • Successfully complete a comprehensive paid training program in a classroom setting with ongoing support and resources, gaining knowledge of Travelers personal lines insurance products.
  • Learn to communicate the value of the Affinity relationship to the customer by highlighting key benefits, such as exclusive discounts and the convenience of Affinity payroll deduction.
  • Provide one-on-one insurance coverage guidance, connect current customers to additional Travelers products and services, and handle inbound and outbound calls in a call center environment.
  • Positively represent Travelers with integrity by answering inbound phone calls to determine the appropriate insurance products and coverages for our Affinity customers.
  • Communicate effectively and professionally with Affinity customers verbally and via email.
  • Acquire comprehensive product, underwriting, and sales expertise to counsel and sell Travelers insurance products, while consistently meeting quality, efficiency, underwriting and sales metrics.
  • Receive and implement constructive feedback in the form of professional coaching.
  • Handles objections professionally while clearly articulating relevant product, benefits, and value to the consumer.

Requirements

  • A Bachelor’s degree from an accredited four-year college or university is a plus.
  • Prior call center and sales experience.
  • Personal Insurance product knowledge.
  • Strong verbal and written communication skills.
  • Able to multi-task within a high-volume sales center environment and make appropriate business decisions quickly.
  • Able to demonstrate a positive and professional demeanor.
  • Adaptable to change.
  • Strong math and problem-solving skills.

Benefits

  • Health Insurance
  • 401k matching
  • Paid Time Off
  • Wellness Program
  • Volunteer Encouragement

About the Company

None specified

Job Details

Salary Range

$37,400 - $61,600/yearly

Location

Richardson, TX, U.S.

Employment Type

Full-time, Remote

Original Posting

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