Employee Benefits Sales Agent

Creative Insurance Group; McKinney (TX); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Tools and playbooks

Mentorship from experienced professionals

Local impact in McKinney, TX

Job summary

Creative Insurance Group seeks driven individuals for a role focusing on employee benefits in McKinney, Texas. Your daily work involves high-volume outreach, lead prospecting via HubSpot, and securing appointments for closers. Must possess a Texas Insurance License or be willing to obtain one. The position offers mentorship and a commission-based structure, rewarding individuals motivated to excel. Join a team with extensive industry experience and impact the local community.

Qualifications

• You must hold or be willing to obtain a Texas General Lines (Life, Accident, Health & HMO) license.
• You thrive in a structured environment and follow scripts.
• Ability to navigate HubSpot and modern tools with ease.
• Professional and persuasive presence on the phone and in person.
• Motivated by a commission-based structure reflecting activity.

Responsibilities

• Work our verified database of North Texas companies.
• Utilize HubSpot to manage contacts and track touchpoints.
• Secure in-person appointments for qualified closers.
• Work alongside a senior closer to learn the 'Option C' strategy.

Skills

Texas Insurance License

Tech-savvy

Communication

Resilience

Tools

HubSpot

Job description

The Mission

Creative Insurance Group is leading the evolution of employee benefits in North Texas. We don't do "standard." We specialize in Option C—creative, flexible insurance strategies that empower small businesses. We are a growth-oriented firm, and we are looking for disciplined, hungry individuals to help us scale our outreach.

The Opportunity: Focused Execution

We provide the engine; you provide the fuel. We have built a world-class IT and sales infrastructure so you can focus on one thing: the conversation. You aren't expected to "guess" how to win. We provide the scripts, the daily schedules, and the lead database to ensure your activity leads to results.

Your Day-to-Day:

• High-Volume Outreach: Working our verified database of North Texas companies.
• Lead Prospecting: Utilizing HubSpot to manage contacts and track every touchpoint.
• Appointment Setting: Securing in-person appointments for our qualified closers.
• Mastery: You will initially work alongside a senior closer, learning the "Option C" strategy firsthand.

The Career Path: Graduate to Colonial Sales Representative

This is a "Path to Colonial Sales Representative" role. As you demonstrate a mastered understanding of our Three Pillars (Core Health, Well-being, and Strategic HR) and consistently hit your appointment metrics, you will graduate to a higher role, managing your own deals and earning higher commission splits.

Requirements

• Texas Insurance License: You must hold (or be willing to obtain - we will assist you) a Texas General Lines (Life, Accident, Health & HMO) license.
• Discipline: You thrive in a structured environment. You follow scripts and stick to a schedule.
• Tech-Savvy: You can navigate HubSpot (we will train you) and modern tools with ease.
• Communication: You have a professional, persuasive presence on the phone and in person.
• Resilience: You are motivated by a commission-based structure where your income is a direct reflection of your activity.

Why Join Us?

• Support: We provide the tools, playbooks, and guidance.
• Mentorship: You won't be flying solo. You'll be supported by a team that has held C-suite roles in major IT and insurance firms.
• Local Impact: We are building something special right here in McKinney, TX.