Life Insurance Advisor – Protect & Guide Clients

Paiz Capital Investments; Houston (TX); On-site; USD 42,000 - 72,000; Full time

Job summary

Paiz Capital Investments is seeking a Life Insurance Agent in Houston, TX, for a full-time, on-site role. You will meet clients to assess protection needs, explain life insurance options, and recommend suitable policies. You will prospect, follow up, prepare quotes, and assist with applications and policy changes.

You will also maintain records, respond to client inquiries, and support policy reviews. Collaboration with marketing, training, and compliance enhances service quality.

Qualifications

• Strong interpersonal and communication skills.
• Ability to explain financial and insurance concepts clearly.
• Organizational skills for managing multiple clients and follow-ups.
• Sales oriented with prospecting and closing abilities.
• Proficiency with computers, CRM tools, and digital platforms.
• High level of integrity and confidentiality.
• Willingness to learn life insurance products and regulatory requirements.
• State life insurance license or eligibility to obtain one.

Responsibilities

• Meet with clients to assess protection needs and explain options.
• Recommend suitable life insurance policies and solutions.
• Prospect, follow up leads, and conduct needs analyses.
• Prepare quotes and assist clients with applications and policy changes.
• Maintain accurate records in company systems and respond to inquiries.
• Support policy reviews to ensure coverage aligns with life changes.
• Collaborate with colleagues on marketing initiatives and training.

Skills

Interpersonal skills

Communication skills

Client relationship building

Explain financial concepts clearly

Organizational skills

Sales prospecting and closing

Computer proficiency

CRM tools

Discretion and confidentiality

Willingness to obtain license

Education

Life insurance license (or eligibility)

Tools

CRM systems

Digital communication tools

Job description

Paiz Capital Investments is seeking a Life Insurance Agent in Houston, TX, for a full-time, on-site role. You will meet clients to assess protection needs, explain life insurance options, and recommend suitable policies. You will prospect, follow up, prepare quotes, and assist with applications and policy changes.

You will also maintain records, respond to client inquiries, and support policy reviews. Collaboration with marketing, training, and compliance enhances service quality.