Insurance Professional

The Broker First; Houston (TX); On-site; USD 50,000 - 90,000; Full time

Job summary

The Broker First in Houston, TX is seeking an Insurance Professional to meet with clients, assess coverage needs, and recommend Medicare, ACA, life, and final expense solutions. This on-site role involves preparing quotes, guiding enrollment, and maintaining accurate records to support client outcomes.

Collaborative team environment, ongoing product training, and compliance with regulatory requirements are emphasized to drive shared sales and service goals.

Qualifications

• Strong client service and relationship-building skills.
• Sales and consultative skills with needs analysis.
• Organizational and administrative abilities for accurate documentation.
• Ability to learn Medicare, ACA, life, and final expense products.
• Willingness to obtain state insurance licenses within a specified period.
• On-site work in Houston, TX; team-oriented environment.

Responsibilities

• Meet with clients to understand coverage needs and recommend solutions.
• Prepare quotes and applications; assist enrollment and underwriting.
• Maintain accurate records and follow up with clients.
• Build referral networks and attend local events as needed.
• Collaborate with colleagues to achieve sales and service goals.

Skills

Client service

Relationship-building

Sales and consultative skills

Organizational skills

Regulatory/compliance awareness

Product knowledge learning

Education

High school diploma or equivalent

State insurance licenses (or willingness to obtain)

Job description

Company Description

The Broker First is dedicated to empowering independent insurance brokers through a focus on Medicare, ACA, life insurance, and final expense products. The organization emphasizes education, professional growth, and ongoing support to help brokers build sustainable and successful practices. Team members benefit from training, mentorship, and access to resources that strengthen their client relationships and market presence. The Broker First promotes a culture of true partnership, where collaborative success and ethical service are central to the way business is done.

Role Description

The Insurance Professional role is a full-time, on-site position based in Houston, TX. In this role, the individual meets with clients to understand their coverage needs and recommends suitable Medicare, ACA, life, and final expense insurance solutions. Daily responsibilities include conducting consultations, explaining policy options and benefits, preparing quotes and applications, and assisting clients through the enrollment and underwriting processes. The Insurance Professional maintains accurate records, follows up with existing clients to review and update policies, and participates in educational sessions and team meetings to stay current on product changes and regulations. The role also involves building referral networks, attending local events as needed, and collaborating with colleagues to support shared sales and service goals.

Qualifications

• Strong client service and relationship-building skills, with the ability to communicate complex insurance information clearly and respectfully.
• Sales and consultative skills, including needs analysis, solution recommendation, and effective follow-up with prospective and current clients.
• Organizational and administrative abilities, such as accurate documentation, time management, and attention to regulatory and compliance requirements.
• Ability to learn and apply product knowledge across Medicare, ACA, life, and final expense lines, including ongoing updates and training.
• Comfort working in an on-site environment in Houston, TX, with a collaborative, team-oriented approach.
• Prior experience in insurance, financial services, or a related client-facing field is preferred but not required.
• Relevant state insurance licenses (or willingness and ability to obtain them within a specified period).
• High school diploma or equivalent required; additional education or certifications in insurance or business are beneficial.