On-Site Insurance Advisor: Medicare & Life Solutions

The Broker First; Houston (TX); On-site; USD 50,000 - 90,000; Full time

Job summary

The Broker First in Houston, TX is seeking an Insurance Professional to meet with clients, assess coverage needs, and recommend Medicare, ACA, life, and final expense solutions. This on-site role involves preparing quotes, guiding enrollment, and maintaining accurate records to support client outcomes.

Collaborative team environment, ongoing product training, and compliance with regulatory requirements are emphasized to drive shared sales and service goals.

Qualifications

• Strong client service and relationship-building skills.
• Sales and consultative skills with needs analysis.
• Organizational and administrative abilities for accurate documentation.
• Ability to learn Medicare, ACA, life, and final expense products.
• Willingness to obtain state insurance licenses within a specified period.
• On-site work in Houston, TX; team-oriented environment.

Responsibilities

• Meet with clients to understand coverage needs and recommend solutions.
• Prepare quotes and applications; assist enrollment and underwriting.
• Maintain accurate records and follow up with clients.
• Build referral networks and attend local events as needed.
• Collaborate with colleagues to achieve sales and service goals.

Skills

Client service

Relationship-building

Sales and consultative skills

Organizational skills

Regulatory/compliance awareness

Product knowledge learning

Education

High school diploma or equivalent

State insurance licenses (or willingness to obtain)

Job description

The Broker First in Houston, TX is seeking an Insurance Professional to meet with clients, assess coverage needs, and recommend Medicare, ACA, life, and final expense solutions. This on-site role involves preparing quotes, guiding enrollment, and maintaining accurate records to support client outcomes.

Collaborative team environment, ongoing product training, and compliance with regulatory requirements are emphasized to drive shared sales and service goals.