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Insurance Agent

Exclusive opportunity

Hybrid

Insurance Agent

Summit Financial

Insurance Agent

Skills

CRMCompliance

9 days ago

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Important information


Contract type:

Permanent, Temporary, Part time

Salary:

$70,800 – $85,400 / year

Location:

Plano, TX, USA

Work mode:

Hybrid

Published on:

14 October 2026

What they need


Overview

Join our dynamic team as an Insurance Agent and become a vital part of helping clients protect what matters most! In this energetic role, you will engage with a diverse customer base, offering tailored insurance solutions that meet their unique needs. Your expertise will drive customer satisfaction and foster long-term relationships, all while navigating the exciting world of insurance sales. This paid position offers a fantastic opportunity to develop your sales skills and grow within a vibrant, supportive environment.

Duties

  • Actively engage in outside sales efforts to identify and attract new clients through community outreach, networking, and telemarketing strategies
  • Build and maintain strong customer relationships by providing personalized insurance consultations and ongoing client communication
  • Present comprehensive insurance options including health, life, property casualty, and commercial insurance products to meet client needs
  • Negotiate policy terms and premiums effectively to secure mutually beneficial agreements while ensuring compliance with insurance regulations
  • Manage sales administration tasks using CRM systems and Microsoft Office tools to track leads, quotes, and policy details
  • Conduct analysis of client data to recommend suitable coverage options and optimize benefits administration
  • Stay informed about industry trends, regulatory changes, and product updates to provide accurate and current advice

Requirements

  • Proven experience in outside sales, retail sales, or telemarketing with a passion for client engagement
  • Strong negotiation skills paired with excellent communication abilities in multiple languages or bilingual proficiency preferred
  • Knowledge of insurance regulation, health insurance, life insurance, property casualty insurance, and commercial insurance products
  • Familiarity with CRM systems and Microsoft Office applications for effective sales management
  • Exceptional analysis skills to assess client needs and tailor solutions accordingly
  • Customer service orientation with a focus on building lasting client relationships
  • Ability to work independently in a fast-paced environment while maintaining high levels of professionalism and enthusiasm

Pay: $70,800.00 - $85,400.00 per year

Work Location: Hybrid remote in Plano, TX 75024

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