Insurance Advisor: Client-Centric Growth (Dallas, Hybrid)

The Juris Agency; Dallas (TX); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

PTO

Flexible Schedule

Health Insurance

Home Office

Career Growth

Hands on Training

Sales Leads Provided

Quarterly Bonuses

Paid Holidays

Team Building

Job summary

McKee Agency in Dallas, TX seeks an Insurance Sales Associate to connect with clients, review policies, and provide tailored quotes. You will document interactions and collaborate with the team to refine outreach strategies in a supportive office environment.

We value clear communication, a customer-first approach, and a willingness to learn new digital tools. A property and casualty license is preferred with licensing assistance available, and you may work from our Dallas office a few days

Qualifications

• Clear and engaging communication style for phone and email interactions.
• Previous experience in customer-facing sales roles is preferred.
• Strong comfort with computers and learning new digital tools.

Responsibilities

• Connect with prospective clients to understand their coverage needs.
• Review existing policies to identify gaps and provide recommendations.
• Prepare personalized quotes and present options without high-pressure selling.
• Document client interactions accurately in the database for a seamless service experience.
• Collaborate with the agency team to share success stories and refine outreach strategy.

Skills

Communication skills

Sales experience

Computer literacy

Education

High school diploma

Job description

McKee Agency in Dallas, TX seeks an Insurance Sales Associate to connect with clients, review policies, and provide tailored quotes. You will document interactions and collaborate with the team to refine outreach strategies in a supportive office environment.

We value clear communication, a customer-first approach, and a willingness to learn new digital tools. A property and casualty license is preferred with licensing assistance available, and you may work from our Dallas office a few days