Best Practices, Claims Processing, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Training, Financial Support, Insurance, Insurance Regulations, Interpersonal Skills, Licensing, Marketing, Mentoring, Needs Assessment, Presentation/Verbal Skills, Regulations, Relationship Management, Retirement Plan, Risk, Sales Management, Sales Pipeline, Sales Prospecting, State Laws and Regulations, Systems Administration/Management, Training Program, Training/Teaching
The Powell Agency is a nationally recognized, veteran-owned insurance practice seeking motivated, coachable individuals to join our team in Plano, TX.
You dont need a background in insurance to start; if you possess integrity, empathy, and a drive to succeed, we will provide the comprehensive training, mentorship, and financial support to help you get licensed and build a rewarding career.
Salary Range: $65000.00 - $70000.00 per year
BenefitsAnnual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Career Growth Opportunities
Retirement Plan
Responsibilities
Key Responsibilities:
- Consultative Client Engagement: Conduct meetings with prospective clients to understand their financial needs and life circumstances, providing tailored insurance solutions rather than "one-size-fits-all" quotes.
- Needs Analysis: Evaluate existing coverage and risk factors to educate clients on why specific protections matter, ensuring they are properly protected before a claim occurs.
- Relationship Management: Build and maintain long-term client relationships using our modern CRM (AgencyZoom), focusing on consistent follow-ups and advocacy.
- Professional Development: Complete pre-licensing education and training programs; stay updated on industry regulations, product changes, and best practices.
- Workflow Optimization: Utilize our proven, automated marketing and lead-generation systems to manage your daily pipeline efficiently and effectively.
- Claims Advocacy: Serve as a trusted point of contact for clients, assisting them as they navigate the claims process during their most critical moments.
Requirements
- Education: High school diploma or GED equivalent required; some college or professional experience is a plus but not mandatory.
- Licensing: Willingness to complete the state-required insurance pre-licensing course and pass the state producer examination (we provide the training resources and support).
- Communication: Strong interpersonal and verbal communication skills; ability to listen actively and explain complex concepts in simple, relatable terms.
- Technical Aptitude: Comfortable learning and utilizing new technology, CRM software, and digital communication tools.
- Character: A high degree of integrity, a strong work ethic, and a genuine desire to serve others in the North Texas community.
- Location: Must be able to work on-site at our Plano, TX location.
- Eligibility: Must be at least 18 years of age and able to pass a standard background check as required by state insurance regulations.