Licensed Insurance Agent

Impetus Advisors, LLC; Richardson (TX); On-site; USD 50,000 - 75,000; Full time

Job summary

Impetus Advisors, LLC, a consulting and insurance agency, is seeking a Licensed Insurance Agent for a full-time, on-site role in Richardson, TX. You will identify client insurance needs and present coverage solutions across personal and commercial lines, manage proposals, applications, renewals, and ensure regulatory compliance.

The role emphasizes building strong client relationships, proactive outreach, and collaboration with carriers and internal teams.

Qualifications

• Demonstrated skills in Insurance Sales, with the ability to prospect, consult, and close policies effectively.
• Strong knowledge of Insurance products, including policy structures and regulatory considerations.
• Understanding of Finance principles relevant to premiums, claims, risk assessment, and client financial planning.
• Excellent Customer Service skills, with a focus on building long-term relationships and delivering clear, empathetic communication.
• Active insurance licenses for P&C and Life, Accident, Health in Texas (or ability to obtain within a specified timeframe).
• Experience working with insurance carriers, CRM systems, and policy administration tools.
• Strong organizational and time-management abilities, with attention to detail and accuracy in documentation.
• High level of integrity, professionalism, and adherence to ethical sales and advisory practices.
• Preferred: Prior experience in commercial or small-business insurance and familiarity with consulting or advisory environments.

Responsibilities

• Identify client insurance needs and recommend coverage solutions.
• Conduct consultations, prepare and present proposals.
• Process applications, manage policy renewals and changes.
• Ensure regulatory compliance.
• Build and maintain client relationships, respond to inquiries, provide policy education.
• Coordinate with internal teams and external carriers to resolve issues.
• Cold-calling, tracking sales activities, meeting performance targets.
• Contribute to continuous improvement of sales and service processes.

Skills

Insurance Sales

Customer Service

Relationship Building

Time Management

Education

Active Texas P&C and Life, Accident & Health licenses

Tools

CRM systems

Policy administration tools

Job description

Company Description

Impetus Advisors, LLC is a consulting firm and Insurance Agency. The Insurance Agency represents Farmers Insurance in all general lines of Property and Casualty for both Personal and Commercial customers, as well as Life Insurance products. In the consulting side of the business, we support small and medium-sized companies and we specialize in sales growth, customer value analysis, S&OP integrations, and operations, using curated, customizable software solutions.

Role Description

The Licensed Insurance Agent is a full-time, on-site role based in Richardson, TX. This role is responsible for identifying client insurance needs and recommending appropriate coverage solutions across various insurance products. The agent will conduct consultations, prepare and present proposals, process applications, and manage policy renewals and changes while ensuring regulatory compliance. Day-to-day activities include building and maintaining client relationships, responding to inquiries, providing policy education, and coordinating with internal teams and external carriers to resolve issues. The role also involves cold-calling, tracking sales activities, meeting performance targets, and contributing to the continuous improvement of sales and service processes.

Qualifications

• Demonstrated skills in Insurance Sales, with the ability to prospect, consult, and close policies effectively.
• Strong knowledge of Insurance products, including policy structures and regulatory considerations.
• Understanding of Finance principles relevant to premiums, claims, risk assessment, and client financial planning.
• Excellent Customer Service skills, with a focus on building long-term relationships and delivering clear, empathetic communication.
• Active insurance licenses for P&C and Life, Accident, Health in the state of Texas (or ability to obtain within a specified timeframe).
• Experience working with insurance carriers, CRM systems, and policy administration tools.
• Strong organizational and time-management abilities, with attention to detail and accuracy in documentation.
• High level of integrity, professionalism, and adherence to ethical sales and advisory practices.
• Preferred: Prior experience in commercial or small-business insurance and familiarity with consulting or advisory environments.