Summit Financial
Insurance Agent
Skills
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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