• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

• Must be able to obtain Texas General Lines Life and Health License (training and exam sponsored by Agency)
• Proven experience working as a financial services representative.
• Proficiency in Microsoft Office applications.
• Effective communication skills.
• Exceptional customer service skills.
• Comfortable with conducting virtual meetings with customers
• Successful track record of meeting sales goals/quotas preferred

• Salary plus commission/bonus
• Paid time off (vacation and personal/sick days)
• Health benefits
• Profit sharing
• Growth potential/Opportunity for advancement within my office

Flexible work from home options available.