Insurance Agent

DHL Wealth Management; Dallas (TX); On-site; USD 42,000 - 80,000; Full time

Benefits offered by this job

Collaborative, growth-focused team

Opportunity to impact families through estate and financial planning

Job summary

A growing financial services company in Dallas is seeking an experienced Insurance Agent to join their team. This full-time, on-site role involves selling insurance products, advising clients on coverage options, conducting consultations, and maintaining client relationships. The ideal candidate should have a strong background in insurance sales and superb customer service skills. Join us and make a difference in helping families secure their future.

Qualifications

• Must have experience in Insurance, Sales, and Brokerage.
• Strong financial planning knowledge is required.
• Excellent customer service skills are essential.
• Effective communication and interpersonal skills.
• Licensing in insurance sales.
• Proven ability to work independently and meet or exceed performance goals.
• Experience in retirement planning or wealth management is a plus.

Responsibilities

• Sell insurance products and advise clients on coverage options.
• Conduct client consultations and review financial needs.
• Maintain client relationships and ensure compliance with regulations.
• Ensure compliance with applicable regulations.

Skills

Experience in Insurance

Insurance Sales

Excellent Customer Service

Effective communication skills

Strong knowledge of Finance

Independence

Retirement planning (a plus)

Education

Licensing in insurance sales

Job description

Are you an experienced insurance agent ready for the next level in your career?

At DHL Wealth, we’re growing and looking for motivated, experienced agents who want more than just another sales job. We provide the systems, support, and opportunities you need to focus on what matters most—helping families protect their future.

✨ What we offer

• A collaborative, growth-focused team
• The opportunity to truly impact families through estate and financial planning

If you’re driven, experienced, and ready to grow with a team that values integrity and long-term client relationships, we want to talk with you.

Role Description

This is a full-time, on-site role based in Richardson, TX, for an Insurance Agent at DHL Wealth Management. The Insurance Agent will be responsible for selling insurance products, and advising clients on coverage options. Daily tasks include conducting client consultations, reviewing financial needs, providing recommendations, maintaining client relationships, and ensuring compliance with applicable regulations.

Qualifications

• Experience in Insurance, Insurance Sales, and Insurance Brokerage
• Strong knowledge of Finance and financial planning principles
• Excellent Customer Service skills, including building and maintaining client relationships
• Effective communication and interpersonal skills
• Licensing in insurance sales
• Proven ability to work independently and meet or exceed performance goals
• Experience in retirement planning or wealth management is a plus!