Life Insurance Agent

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 a growing financial services firm focused on helping individuals and families build long-term security through tailored insurance and investment solutions. The company emphasizes personalized guidance, ethical practices, and transparent communication with clients. Team members collaborate to provide high-quality service, combining financial expertise with a client-first mindset. Paiz Capital Investments supports professional development and encourages continuous learning to stay current with industry trends and regulations.

Role Description

The Life Insurance Agent is a full-time, on-site role based in Houston, TX. This role involves meeting with clients to assess their financial protection needs, explaining life insurance options, and recommending suitable policies. Day-to-day tasks include prospecting and following up with leads, conducting needs analyses, preparing quotes, and assisting clients with applications and policy changes. The agent will maintain accurate records in company systems, respond to client inquiries, and support policy reviews to ensure coverage remains aligned with changing life circumstances. Collaboration with colleagues on marketing initiatives and participation in training sessions and compliance reviews are also part of this role.

Qualifications

• Strong interpersonal, communication, and client relationship-building skills.
• Ability to explain complex financial and insurance concepts in clear, accessible language.
• Organizational skills for managing multiple clients, follow-ups, and documentation.
• Comfort with sales activities, including prospecting, presenting solutions, and closing opportunities.
• Basic proficiency with computers, CRM tools, and digital communication platforms.
• High level of integrity, professionalism, and respect for confidentiality.
• Willingness to learn life insurance products, industry regulations, and company procedures.
• State life insurance license (or eligibility and willingness to obtain one within a defined timeframe).
• Prior experience in insurance, financial services, or customer-facing roles is beneficial but not required.