Insurance Advisor: Client-Focused, Flexible & Remote

The Juris Agency; Dallas (TX); On-site; USD 52,000 - 60,000; Full time

Benefits offered by this job

PTO

Flexible Schedule

Health Insurance

Career Growth Opportunities

Hands on Training

Mon-Fri Schedule

Dental Insurance

Vision Insurance

Work from Home

Home and Work Life Balance

Weekly Team Meetings

Mentorship with Owner

Job summary

McKee Agency in Dallas seeks an insurance sales representative to connect with prospective clients, assess protection needs, and present tailored policy options. The role emphasizes building trust, maintaining accurate records, and collaborating with team members to improve outreach strategies.

Requirements includeTexas Property & Casualty license, strong computer skills, and a background in customer-facing sales.

Qualifications

• Texas Property & Casualty license is required.
• Good computer skills and ability to learn new digital tools.
• Clear and engaging communication for phone and email.
• Experience in customer-facing sales role.

Responsibilities

• Connect with prospective clients to understand protection needs.
• Review existing policies to identify gaps and offer recommendations.
• Prepare personalized quotes and walk clients through options.
• Document client interactions accurately in the database.
• Collaborate with the team to share success stories and refine outreach.

Skills

Communication

Customer service

Sales experience

Tech-savvy

Education

Texas Property & Casualty license

High school diploma

Job description

McKee Agency in Dallas seeks an insurance sales representative to connect with prospective clients, assess protection needs, and present tailored policy options. The role emphasizes building trust, maintaining accurate records, and collaborating with team members to improve outreach strategies.

Requirements includeTexas Property & Casualty license, strong computer skills, and a background in customer-facing sales.