Licensed Insurance Agent

Impetus Advisors, LLC; Richardson (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Impetus Advisors, LLC in Richardson, TX is seeking a Licensed Insurance Agent to identify client insurance needs and tailor coverage across P&C, life, accident and health products.

This full‑time, on‑site role involves consultations, presenting proposals, processing applications, managing renewals, and coordinating with carriers and internal teams to resolve issues, while building lasting client relationships.

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.
• 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.

Responsibilities

• Identify client insurance needs and recommend coverage solutions across various products.
• Conduct consultations, present proposals, and process applications.
• Manage policy renewals and changes while ensuring regulatory compliance.
• Build and maintain client relationships and respond to inquiries.
• Coordinate with internal teams and external carriers to resolve issues.
• Achieve and track sales targets; contribute to process improvements.

Skills

Insurance sales

Consultative selling

Client relationships

CRM systems

Policy education

Regulatory knowledge

Education

Active P&C & Life licenses in TX

Tools

CRM software

Policy admin 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.
• 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.