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

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

$40,000 annual base + Commissions + Customers
On-Site at one of the locations around the Arlington, Texas Area.

We are dedicated to protecting what matters most to our clients by providing tailored insurance solutions and exceptional service. With decades of industry experience, we specialize in offering personalized coverage for home, auto, life, and commercial needs. Our team takes pride in building lasting relationships through trust, integrity, and a commitment to excellence. We believe in empowering our employees and delivering unmatched value to our customers, ensuring peace of mind every step of the way.

As a company rooted in community and innovation, we are not just an insurance provider—we are a partner you can depend on.

The Culture Index helps us better understand your work style, strengths, and preferences, ensuring a strong alignment between your skills and the position’s requirements. It also allows us to create a more inclusive and effective workplace by matching candidates to roles where they can thrive.

Please note: Applications without a complete Culture Index Assessment will not be reviewed or moved forward in the hiring process. We appreciate your attention to this important step and look forward to learning more about you!

This position is responsible for developing and maintaining favorable relationships with new prospects and recent clients to increase their book of business in a Financial Office Setting. 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.

• 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.

• 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.
• Ability to generate new business through referrals (realtors,…