Insurance Sales Agent, Financial Institutions - IN OFFICE, Arlington Area

Texan Insurance • Fort Worth, TX

23d • Onsite

About The Position

This position is responsible for developing and maintaining favorable relationships with new prospects and recent clients to increase their book of business. This position requires consultative sales techniques and strong product knowledge to include, but is not limited to, life, home, auto, flood, and umbrella. This position will identify client-specific needs, cross-sell opportunities, and customized insurance solutions. Must have Property and Casualty product knowledge with a proven ability to apply product and market knowledge effectively and present solutions that meet client needs.

Requirements

• Consultative Sales Ability: Proven track record of using needs-based selling techniques to identify client-specific risks and recommend tailored insurance solutions.
• Strong Product Knowledge: Expertise in Property & Casualty lines (auto, home, flood, umbrella) and Life Insurance, with the ability to explain coverage options clearly.
• Client Relationship Management: Demonstrated success in building long-term client relationships through proactive follow-ups, policy reviews, and exceptional service.
• Prospecting & Lead Conversion: Ability to generate new business through referrals (realtors, builders, loan officers), outbound outreach, and win-back strategies.
• Cross-Selling & Upselling: Skill in identifying coverage gaps and persuasively presenting additional products (e.g., bundling auto + home + umbrella policies).
• Communication & Negotiation: Strong verbal/written communication skills to deliver quotes, handle objections, and educate clients on complex insurance terms.
• Data-Driven & Organized: Comfort using CRM/databases to track leads, document sales activities, and analyze metrics (e.g., conversion rates, pipeline growth).
• Resilience & Self-Motivation: Ability to thrive in a target-driven environment, overcoming rejections and persistently pursuing new opportunities.
• 1 to 2 years of experience in Personal Lines Sales role with proven success in turning prospects into customers.
• MUST have an active Property and Casualty Insurance License (or General Lines).
• Must possess a valid driver’s license.

Nice To Haves

• Prefer a bachelor’s degree in business, sales, or a similar field.
• Prefer 2 to 3 years of Personal Lines Sales experience and proven ability to find, build, and grow leads and customer base.
• Active Life and Health Insurance License is a Plus.

Responsibilities

• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
• Anticipate, respond to, and follow up on all existing client needs.
• Actively prospect round accounts and solicit increases in existing client coverages and network for new clients, including win-backs.
• Maintains proficiency in all personal lines of insurance, including home, auto, life, flood, and umbrella.
• Works directly with prospects, which may include referrals from loan officers, builders, and realtors, to convert prospects into sales.
• Conduct needs-based customer policy reviews and update coverage.
• Educates clients on coverages and rates.
• Prepares and processes inquiries, quotes, proposals, applications, endorsements, payments, and outbound email/phone marketing campaigns.
• Researches and resolves complex customer service issues and recommends coverage.
• Generates cross-sales, closes inbound leads, and requests referrals to increase client base.
• Makes outbound lead follow-up calls to potential and existing clients by telephone and email to qualify leads and sell products and services.
• Responsible for entering client and sales data into the databases.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation promptly, accurately, and professionally.

Benefits

• Competitive Compensation: A salary and benefits package that recognizes your skills and contributions.
• Comprehensive Benefits: Health, dental, and vision insurance, as well as additional coverage options to support your well-being.
• Retirement Planning: A 401(k) plan with company contributions up to 4% to help you build a secure future.
• Paid Time Off: Generous PTO and 9 paid holidays so you can recharge and enjoy life outside of work.
• Professional Development: In-house Corporate Trainer to help you grow professionally and create customized training specifically for you, along with opportunities to grow within the company.
• Positive Work Environment: A supportive and collaborative team culture where your ideas and efforts are valued.
• Community Impact: Opportunities to participate in initiatives that give back to our local community by providing 16 hours of additional PTO to volunteer at an organization of your choosing, plus company-sponsored events.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree