Insurance Representative

Transamerica Life Insurance Company; Plano (TX); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Competitive salary

Flexible schedule

Paid time off

Training & development

Bonus based on performance

Opportunity for advancement

Job summary

Yesenia Alvarez Agency in Plano, TX is seeking a qualified Life/Health Insurance representative to market life and health insurance services to families and individuals. You will grow income by providing support and reassurance while expanding the agency’s client base.

As a strategic, customer-oriented professional, you will help educate customers on product options and policy features, staying compliant with state regulations while contributing to a friendly, growth-focused environment.

Qualifications

• State insurance license for life and health insurance.
• Communication and interpersonal skills.
• Ability to understand and explain complex insurance products.
• Sales experience, preferably in insurance.
• Detail-oriented with excellent organizational skills.
• Ability to build and maintain customer relationships.
• Proficiency with insurance agency software.

Responsibilities

• Offer life and health insurance policies to new and existing customers.
• Conduct needs analysis to identify insurance products for customers.
• Explain policy features, benefits, and exclusions to customers.
• Assist customers with claims and policy changes.
• Develop and maintain customer relationships.
• Stay updated on industry trends and new product offerings.
• Ensure compliance with state and federal regulations.

Skills

Sales experience

Communication skills

Customer relationships

Detail oriented

Education

State insurance license (life & health)

Tools

Insurance agency software

Job description

Benefits

• Competitive salary
• Flexible schedule
• Paid time off
• Training & development
• Bonus based on performance
• Opportunity for advancement

About Our Agency

With six years of experience as a State Farm agent and another six as a team member before that, I bring more than a decade of industry knowledge to the table. My husband Jim and I share our home with our two beloved dogs, Asher and Niko, and we love spending our free time exploring the outdoors and going on adventures together. That same passion for connection carries into our office culture — we’re a friendly, growing team with a deep commitment to educating our customers and helping them feel confident in their coverage.

Our office currently has three team members, and we pride ourselves on creating a supportive environment where people can truly thrive. Perks include a flexible schedule, paid licensing, opportunities for advancement, and unique wellness benefits — my husband, a chiropractor, visits the office once a month to offer adjustments to the team.

We’re looking for outgoing, friendly individuals with a growth mindset who want to build meaningful relationships and grow their careers. If you’re excited about learning, helping people, and growing in a supportive and collaborative environment, this could be the perfect place for you.

Role Description

Yesenia Alvarez Agency is seeking a qualified and empathetic professional for the role of Life/Health Insurance representative. As a customer-oriented expert, you will market the Life/Health insurance services and products to benefit customers and their families. Your experience equips you to continually grow your income as you provide the necessary support and reassurances.

As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset.

Responsibilities

• Offer life and health insurance policies to new and existing customers.
• Conduct needs analysis to identify insurance products for customers.
• Explain policy features, benefits, and exclusions to customers.
• Assist customers with claims and policy changes.
• Develop and maintain customer relationships.
• Stay updated on industry trends and new product offerings.
• Ensure compliance with state and federal regulations.

Qualifications

• State insurance license for life and health insurance.
• Communication and interpersonal skills.
• Ability to understand and explain complex insurance products.
• Sales experience, preferably in insurance.
• Detail-oriented with excellent organizational skills.
• Ability to build and maintain customer relationships.
• Proficiency with insurance agency software.