Licensed Insurance Agent — Personal & Commercial Coverage (TX)

Impetus Advisors, LLC; Richardson (TX); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Insurance sales

Consultative selling

Client relationships

CRM systems

Policy education

Regulatory knowledge

Formation

Active P&C & Life licenses in TX

Outils

CRM software

Policy admin tools

Description du poste

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.