Insurance & Wealth Planner – Growth & Impact

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.

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.

Skills

Experience in Insurance

Insurance Sales

Excellent Customer Service

Effective communication skills

Strong knowledge of Finance

Education

Licensing in insurance sales

Job description

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.