Insurance Advisor – Life, Auto & Property (Travel)

Texas Bay Credit Union; Katy (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Texas Bay Credit Union is looking for an Insurance Sales Agent to build a profitable and member-focused insurance operation. The role involves selling life, health, and automobile insurance, customizing plans, and establishing long-term client relationships.

Applicants should have a high school diploma or GED, relevant experience, and strong interpersonal skills. This position requires maintaining an insurance license and conducting educational presentations while adhering to Texas Bay's core values.

Qualifications

• Minimum one-year of related experience.
• Completion of required training courses.
• Ability to cope with pressure and effectively resolve problems.

Responsibilities

• Sell various types of insurance policies to clients.
• Calculate premiums and establish payment methods.
• Develop marketing strategies to compete with other insurers.

Skills

Interpersonal skills

Analytical skills

Prospecting skills

Insurance Product Knowledge

MS Office proficiency

Education

High school education or GED

Job description

Texas Bay Credit Union is looking for an Insurance Sales Agent to build a profitable and member-focused insurance operation. The role involves selling life, health, and automobile insurance, customizing plans, and establishing long-term client relationships.

Applicants should have a high school diploma or GED, relevant experience, and strong interpersonal skills. This position requires maintaining an insurance license and conducting educational presentations while adhering to Texas Bay's core values.