Responsibilities

• Engage with potential clients through face-to-face meetings, and community networking to generate new insurance enrollment opportunities
• Conduct thorough needs analysis to recommend appropriate insurance products, including Medicare Advantage Plans, Medicare Supplements, Under-65 medical and life insurance
• Maintain detailed sales records and manage sales administration tasks efficiently using CRM tools
• Collaborate with marketing teams to implement outreach strategies that increase brand awareness and client engagement
• Provide exceptional customer service by answering inquiries, explaining policy details clearly, and assisting with claims or policy adjustments
• Stay informed about industry trends, product updates, and regulatory requirements such as HIPAA compliance for health-related policies

Requirements

• Texas Insurance License - Life & Accident (preferred but not required)
• Proven experience in outside sales preferred but not required
• Strong negotiation skills to close deals effectively while ensuring client satisfaction
• Excellent communication skills...bilingual applicants are encouraged to apply!
• Ability to analyze client needs and recommend suitable insurance solutions
• Skilled in client relationship management and (CRM) systems
• Ability to learn marketing principles to support outreach initiatives
• Familiarity with insurance regulations including but not limited to HIPAA

Preferred

• Texas Insurance License - Life & Accident (preferred but not required)
• Proven experience in outside sales preferred but not required
• bilingual applicants are encouraged to apply!

Benefits

• Flexible schedule
• Paid time off
• Professional development assistance