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Travelers Insurance Company Bilingual Sales Counselor Trainee in Helena, Montana

Who Are We?

Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

Job Category

Customer Service, Sales

Compensation Overview

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

Salary Range

$34,100.00 - $56,200.00

Target Openings


What Is the Opportunity?

Join the Travelers Team as a Bilingual Sales Counselor Trainee!

We are looking for individuals who have exceptional sales and/or customer service experience. Qualified applicants must have a positive attitude, strong communication, analytical and computer skills as well as the ability to multi-task in a high-volume call center environment.

This is an In-Office/Hybrid opportunity for candidates local to Richardson-TX, Spokane-WA, and Knoxville-TN. Candidates outside of those areas will be considered for a remote position.

The Bilingual Sales Counselor Trainee is specialized in providing information about our products in an easy and understandable way, as well as making recommendations on a product that best suits each individual in both Spanish and English. Our collaborative work environment allows for all our Bilingual Sales Counselors to continuously develop themselves further in order to provide the absolute best customer service possible in both Spanish and English.

In this role you will gain an understanding of our Personal Insurance products through our comprehensive training program making you an expert in Travelers Personal Insurance. Bilingual Sales Counselors need to have a relentless desire to succeed in their career and are motivated to help our customers find the plan with which they feel most comfortable.

We offer a competitive compensation and benefit package starting day one! Compensation includes an annual base pay starting at $41K, with an uncapped monthly sales incentive program. As part of your training, there will be dedicated time to prepare for your state licensing exam. If you pass on the 1st attempt and you obtain issue authority, you will be eligible for a $500 bonus to be paid after 90 days of employment.

By joining the Travelers team as a Bilingual Sales Counselor Trainee, you can look forward to a New Hire Bonus of $1,000 after 3 months in your position. Additionally, to recognize your training and growth in the role, you will be awarded a Milestone Bonus of $1,500 after 9 months in your position. That’s an additional $2,500!

Schedule Details:

• During the first 12 weeks of training, your schedule will be Monday-Friday, 9:30 a.m. – 6:30 p.m. Eastern Time.

• Following training you will begin supporting rotating weekends – which includes working one Saturday every 4 weeks and one Sunday every 8 weeks.

• This is an In-Office/Hybrid opportunity for candidates local to Richardson-TX, Spokane-WA, and Knoxville-TN. Candidates outside of those areas will be considered for a remote position.

• The target start date is July 10, 2023.

As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including an accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration.

This job works under direct supervision and does not manage others.

What Will You Do?

  • Develops working product, underwriting and sales knowledge to counsel and sell available insurance products in Spanish and English.

  • Learns to solicit all information necessary to produce quotes and close sales in Spanish and English.

  • Learns to develop underwriting exposures and make pricing decisions or recommendations to Underwriter (as appropriate).

  • Learns to represent Travelers in a positive manner while building customer rapport.

  • Develops basic telemarketing, sales and systems skills, build knowledge of underwriting criteria and guidelines, and increase product knowledge.

  • Takes inbound and make outbound calls as they relate to the Direct Sales marketing channel in Spanish and English.

  • Understands the Travelers sales work flow and areas of focus to add customer value.

  • Learning to demonstrate strong active listening skills to identify customer problems or objections.

  • Learning to handle objections professionally while clearly articulating relevant product and corporate features, benefits, and value to the consumer, based on developing working product knowledge.

  • Achieves and maintains the minimum required quality and underwriting metrics while consistently striving to improve.

  • Receives and implements constructive feedback in the form of professional coaching.

  • Perform other duties as assigned.

What Will Our Ideal Candidate Have?

  • Prior call center experience preferred.

  • Sales experience preferred.

  • Familiarity with Personal Insurance Products preferred.

  • Good verbal communication skills.

  • Good computer keyboard skills.

  • Developing system navigation skills.

  • Technical knowledge:

  • Basic sales skills or aptitude.

  • Strong math and problem solving skills.

  • Customer service:

  • Able to multi-task within a high volume sales center environment.

  • Able to demonstrate positive and professional demeanor.

  • Communication skills:

  • Problem solving and decision making:

  • Basic ability to make wise decisions quickly and efficiently in a fast-paced environment.

  • Adaptable to change.

  • Able to demonstrate decisive judgment, resiliency and integrity.

  • Travelers is committed to a positive customer experience that exceeds expectations and to meeting all compliance requirements. As a result, Travelers requires that all employees in this position obtain and maintain an insurance license (either Property and Casualty or

  • Personal Lines) in the employee's resident state.

  • In addition, a nonresident license is required for each state in which you will be conducting business. Each state will evaluate any/all criminal and financial background incidents to determine license eligibility. Applicants with a felony conviction or pending/unresolved court cases may not qualify for licenses in all required states.

  • It is your responsibility to provide any/all required court documents needed to obtain your license(s). Travelers does not pay for and/or reimburse the cost or time needed to obtain any documents necessary to complete licensing applications.Failure to maintain any required licenses may result in termination of employment

What is a Must Have?

  • High school diploma or GED.

  • Fluent in Spanish language-required

What Is in It for You?

  • Health Insurance: Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.

  • Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.

  • Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.

  • Wellness Program: The Travelers wellness program is comprised of tools and resources that empower you to achieve your wellness goals. In addition, our Life Balance program provides access to professional counseling services, life coaching and other resources to support your daily life needs. Through Life Balance, you’re eligible for five free counseling sessions with a licensed therapist.

  • Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

Employment Practices

Travelers is an equal opportunity employer. We believe that we can deliver the very best products and services when our workforce reflects the diverse customers and communities we serve. We are committed to recruiting, retaining and developing the diverse talent of all of our employees and fostering an inclusive workplace, where we celebrate differences, promote belonging, and work together to deliver extraordinary results.

If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ( so we may assist you.

Travelers reserves the right to fill this position at a level above or below the level included in this posting.

To learn more about our comprehensive benefit programs please visit .