Insurance Agent

BOSS Financial Group specializes in creating tailored strategies designed to reduce financial risk, build wealth, and maximize retirement income for business owners. The company is committed to helping clients decrease tax liabilities, reduce debt, and maintain control over their financial future. With a focus on personalized solutions, BOSS Financial Group ensures clients are equipped with effective financial plans that align with their long-term goals.

This is a role for an Insurance Agent who specializes in small commercial Property and Casualty (P&C) policies. The Insurance Agent will be responsible for providing insurance advice, identifying clients' needs, selling customized insurance solutions, and maintaining strong client relationships. The role also involves handling customer inquiries, supporting financial planning strategies, and collaborating with the team to achieve business goals.

• Proficiency in Insurance Sales, Insurance, and Insurance Brokerage
• 2 plus years of experience
• Remote position, or can be located in our home office in Dallas Texas.
• Solid understanding of Finance principles and practices
• Strong Customer Service skills and ability to build lasting client relationships
• Excellent communication, negotiation, and interpersonal skills
• Self-motivated with strong organizational and time management abilities
• Relevant licensing and certifications in insurance are preferred
• Experience in financial planning or working with business owners is an advantage