Producer - Life Advisor - Frost Insurance Agency

Frost Bank • Austin, TX

120d

About The Position

The Producer – Life Advisor is a sales-oriented role at Frost Insurance Agency. The position screens leads and meets with clients and prospects to assess their needs and determine whether Frost Insurance is a suitable fit. It requires advanced communication skills and thorough knowledge of insurance products available through the agency. The producer stays informed about industry trends and products while building relationships, generating business, and meeting sales goals.

Requirements

• At least 2 years of experience in advanced life sales.
• Texas General Lines Agents License: Life, Accident, or Health.
• FINRA Series 66, or FINRA Series 63 and 65.
• Excellent written and verbal communication skills.
• Strong organizational skills.
• Proven ability to pursue and close sales.
• Proficiency in Microsoft applications.

Nice To Haves

• FINRA Series 7.

Responsibilities

• Achieve objectives established in the annual producer – life insurance sales plan.
• Identify new business opportunities among current clients and target groups, focusing on life insurance.
• Contact prospects to provide life insurance quotes and arrange sales appointments.
• Assess prospects’ needs and financial situations to recommend life insurance coverage and solutions.
• Develop and deliver formal insurance proposals with coverage, limits, deductibles, and other pertinent information.
• Collaborate with agency colleagues to finalize company submissions and identify potential markets for life insurance coverage.
• Meet with clients and prospects to discuss life insurance proposals, renewals, and coverage details.
• Help address claims or service issues and participate in their resolution as needed to support client satisfaction.
• Maintain production reports and attend required sales meetings to stay current on sales targets and strategies.
• Promote agency and insurance-sector growth in the community, emphasizing the significance of life insurance.
• Review trade publications and participate in insurance carrier training sessions to stay informed about new life insurance products and developments.
• Act with Integrity, Caring, and Excellence to achieve all-win outcomes.

Benefits

• Medical, dental, and vision insurance.
• Long-term disability insurance.
• Life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement.
• Health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed