Entry Level Client Scheduling Specialist

ecruit; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Direct deposit weekly

Free real-time leads

Lead bonus of $1,500 for new agents

Free personal website and marketing材料

Residual income, fully vested after 5 

Bonuses up to $30,000 for first-year

Job summary

ecruit is seeking an Entry Level Client Scheduling Specialist in Houston, TX. You will build trusted relationships, discuss client needs, and explain insurance options to help customers make informed decisions.

This role offers real-time leads, mentorship, and coaching to grow your career in a performance-driven environment. Successful representatives may earn $80,000–$120,000+ annually with bonuses and residual income, plus commissions and ongoing development opportunities.

Qualifications

• Confident communicating with clients and building trust.
• Self-motivated, dependable, and goal-oriented.
• Comfortable working in a performance-driven environment.
• Willing to learn and benefit from ongoing coaching.

Responsibilities

• Build trusted relationships with new and existing clients.
• Speak with clients about their needs and available insurance solutions.
• Explain products clearly and help customers make informed choices.
• Manage client accounts and provide consistent follow-up.
• Maintain accurate records within company systems and CRM.
• Stay connected with clients after the initial sale.
• Take part in ongoing coaching, training, and development.

Skills

Communication

Relationship building

Self-motivation

Goal orientation

Customer service

Job description

Entry Level Client Scheduling Specialist | Houston, TX | $80,000–$120,000+ Annually

Do you enjoy talking with people, building trust, and helping customers make confident decisions about their future?

Are you looking for a career where your effort can directly influence your income, growth, and long-term earning potential?

The role

We’re looking for an ambitious Entry Level Client Scheduling Specialist to join a growing, supportive team and help clients protect what matters most to them.

You’ll work with individuals and families to understand their needs, explain available insurance options, and provide ongoing service throughout the customer relationship. You’ll also have access to real-time leads, modern technology, training, and experienced mentors to help you build your business.

This is a performance-based opportunity. Successful representatives may earn $80,000–$120,000+ annually, plus bonuses and residual income, depending on individual performance.

As an Entry Level Client Scheduling Specialist, the harder and smarter you work, the greater your opportunity to grow.

Key Responsibilities

• Build trusted relationships with new and existing clients.


• Speak with clients about their needs and available insurance solutions.


• Explain products clearly and help customers make informed choices.


• Manage client accounts and provide consistent follow-up.


• Maintain accurate records within company systems and CRM.


• Stay connected with clients after the initial sale.


• Take part in ongoing coaching, training, and professional development.

The company

We work alongside one of the largest financial services companies in the United States, helping clients access insurance solutions while giving our representatives the tools, training, and support needed to build successful careers.

The Benefits

As an Entry Level Client Scheduling Specialist, you’ll have access to a strong platform designed to help you succeed, including:

• $80,000–$120,000+ first-year earning potential for successful representatives.


• Weekly direct deposit every Friday.


• Free real-time leads.


• $1,500 lead bonus for new agents.


• Free personal website and marketing materials.


• Residual income, fully vested after five years and paid for life.


• Monthly, quarterly, and annual performance bonuses.


• Additional corporate bonus opportunities of up to $30,000 for first-year agents.


• Recognition programs and incentive trips.


• Ongoing mentorship and team support.


• Free training from experienced leaders who actively work with clients.

The person

You don’t necessarily need previous insurance experience to succeed as an Entry Level Client Scheduling Specialist

We’re looking for someone who is:

• Confident communicating and building relationships.


• Self-motivated, dependable, and goal-oriented.


• Comfortable working in a performance-driven environment.


• Willing to learn and take advantage of ongoing coaching.

Experience in sales, customer service, banking, healthcare, or another client-facing environment is helpful but not required. Licensing support is available for qualified candidates.

Candidates from The Woodlands, TX, Katy, TX, Sugar Land, TX and Cypress, TX are welcome to apply.