Entry-Level Insurance Agent (Full Training & Licensing Provided)

About the role

The Powell Agency is a nationally recognized, veteran-owned insurance practice seeking motivated, coachable individuals to join our team in Plano, TX.

Responsibilities

• Consultative Client Engagement: Conduct meetings with prospective clients to understand their financial needs and life circumstances, providing tailored insurance solutions rather than "one-size-fits-all" quotes.
• Needs Analysis: Evaluate existing coverage and risk factors to educate clients on why specific protections matter, ensuring they are properly protected before a claim occurs.
• Relationship Management: Build and maintain long-term client relationships using our modern CRM (AgencyZoom), focusing on consistent follow-ups and advocacy.
• Professional Development: Complete pre-licensing education and training programs; stay updated on industry regulations, product changes, and best practices.
• Workflow Optimization: Utilize our proven, automated marketing and lead-generation systems to manage your daily pipeline efficiently and effectively.
• Claims Advocacy: Serve as a trusted point of contact for clients, assisting them as they navigate the claims process during their most critical moments.

Requirements

• Education: High school diploma or GED equivalent required; some college or professional experience is a plus but not mandatory.
• Licensing: Willingness to complete the state-required insurance pre-licensing course and pass the state producer examination (we provide the training resources and support).
• Communication: Strong interpersonal and verbal communication skills; ability to listen actively and explain complex concepts in simple, relatable terms.
• Technical Aptitude: Comfortable learning and utilizing new technology, CRM software, and digital communication tools.
• Character: A high degree of integrity, a strong work ethic, and a genuine desire to serve others in the North Texas community.
• Location: Must be able to work on-site at our Plano, TX location.
• Eligibility: Must be at least 18 years of age and able to pass a standard background check as required by state insurance regulations.

Qualifications

• High school diploma or GED equivalent required.
• Willingness to complete the state-required insurance pre-licensing course and pass the state producer examination (training provided).
• Strong interpersonal and verbal communication skills.
• Comfortable learning and utilizing new technology, CRM software, and digital communication tools.
• A high degree of integrity, a strong work ethic, and a genuine desire to serve others in the North Texas community.
• Must be at least 18 years of age and able to pass a standard background check as required by state insurance regulations.

Skills

• Interpersonal and verbal communication skills.
• Ability to listen actively and explain complex concepts in simple, relatable terms.
• Comfortable learning and utilizing new technology, CRM software, and digital communication tools.

Benefits

• Paid Time Off (PTO)
• Career Growth Opportunities
• Retirement Plan

Pay

Annual Base Salary + Commission + Bonus Opportunities

Schedule

Full-Time

Location

5600 Tennyson Pkwy., Ste 385, Plano, TX, 75024, US

Job Type

Full-Time

Job Category

Sales

Remote Type

No

Phone: 469-850-0860