Insurance Advisor — Growth, Service & Community Impact

Jobtailor; Dallas (TX); On-site; USD 45,000 - 90,000; Full time

Job summary

Jobtailor in Dallas, TX seeks a client-focused insurance advisor to assess coverage needs and recommend suitable plans. You will deliver exceptional service, respond to inquiries promptly, and grow a network of clients through referrals and local events.

The role emphasizes ongoing training, professional development, and meeting business development targets while guiding members through financial milestones with trust and service.

Qualifications

• State license required or willingness to obtain one.
• College degree preferred, not required.
• Meet or exceed business development goals.
• Participate in ongoing training and development.

Responsibilities

• Meet with client members to assess their insurance needs and recommend appropriate coverage.
• Provide exceptional customer service, address client inquiries, and resolve issues promptly.
• Build and maintain a network of client members through referrals, networking events, and community engagement.
• Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
• Meet or exceed business development goals.
• Guide members through financial milestones and build relationships rooted in trust, service, and shared values.
• Engage in community service and local community activities.

Skills

Team-Oriented

Enthusiastic

Positive attitude

Self-Starter

Community-Focused

Coachable

Goal-Driven

Willingness to obtain state insurance 

Education

College Degree (preferred)

Job description

Jobtailor in Dallas, TX seeks a client-focused insurance advisor to assess coverage needs and recommend suitable plans. You will deliver exceptional service, respond to inquiries promptly, and grow a network of clients through referrals and local events.

The role emphasizes ongoing training, professional development, and meeting business development targets while guiding members through financial milestones with trust and service.