Producer - Life Advisor - Frost Insurance Agency

Frost; Austin (TX); Vor Ort; USD 65.000 - 120.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision, long-term/dis

401(k) matching

Holiday and paid time off

Tuition reimbursement

Employee Assistance Program

Referral bonus program

Zusammenfassung

Frost Insurance Agency is seeking a results-driven Producer – Life Advisor in Austin, TX to help clients secure life insurance solutions and grow the agency. You will screen leads, meet clients, and present suitable life insurance options while staying current with industry products and training.

The role emphasizes relationship-building, compliance discipline, and achieving sales targets. Frost offers comprehensive benefits and a 150-year legacy of financial services excellence.

Qualifikationen

• 2+ years’ experience in advanced life sales
• Texas General Lines Agents License: Life, Accident, or Health
• FINRA Series 66 (or 63 and 65)
• Excellent written and verbal communication skills, as well as strong organization skills
• Proven ability to pursue and close sales
• Proficiency in Microsoft applications
• FINRA Series 7 (preferred)

Aufgaben

• Achieve objectives established in the annual producer – life insurance sales plan
• Identify potential new business opportunities among current clients and specific target groups, with a focus on promoting life insurance
• Contact prospects for the purpose of providing life insurance quotes and arranging sales appointments
• Assess prospects needs and financial situations to recommend life insurance coverage and solutions
• Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information
• Collaborate with agency colleagues to finalize company submissions and identify potential markets for life insurance coverage
• Conduct client and prospect appointments to discuss life insurance proposals, renewals, and explanations of coverage details
• Take an active role in addressing claims or service issues, participating in their resolution as needed to ensure client satisfaction with their life insurance coverage
• Maintain production reports and attend all sales meeting as required to stay up to date with life insurance sales targets and strategies
• Promote the growth of agency and insurance sector within the community, emphasizing the significance of life insurance
• Stay current with industry advancements by reviewing trade publications and participating in insurance carrier training sessions focused on new life insurance products and developments
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

Kenntnisse

Advanced life sales

Excellent communication

Strong organization

Proven sales closure

Ausbildung

Texas General Lines Agents License: Life, Accident, or Health

FINRA Series 66

FINRA Series 7

Tools

Microsoft Office

Jobbeschreibung

Job Description

It’s about giving people a sense of security.

Do you like helping others understand the tools of today? A passionate salesperson with an affinity for helping others and building relationships? Do you have a background in insurance sales and the ability to drive new business? If so, the Producer – Life Advisor role might be for you!

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

Who you are:

As a Producer – Life Advisor , you’ll screen leads and conduct client and prospect meetings to determine if Frost Insurance is the right fit for their needs. This is a sales-oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through Frost Insurance Agency.You’ll use your skills, outgoing personality, and competitive nature to stay up to date on the latest trends and products to best serve our customers and meet goals.

What you’ll do:

• Achieve objectives established in the annual producer – life insurance sales plan

• Identify potential new business opportunities among current clients and specific target groups, with a focus on promoting life insurance

• Contact prospects for the purpose of providing life insurance quotes and arranging sales appointments

• Assess prospects needs and financial situations to recommend life insurance coverage and solutions

• Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information

• Collaborate with agency colleagues to finalize company submissions and identify potential markets for life insurance coverage

• Conduct client and prospect appointments to discuss life insurance proposals, renewals, and explanations of coverage details

• Take an active role in addressing claims or service issues, participating in their resolution as needed to ensure client satisfaction with their life insurance coverage

• Maintain production reports and attend all sales meeting as required to stay up to date with life insurance sales targets and strategies

• Promote the growth of agency and insurance sector within the community, emphasizing the significance of life insurance

• Stay current with industry advancements by reviewing trade publications and participating in insurance carrier training sessions focused on new life insurance products and developments

• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

• 2+ years’ experience in advanced life sales

• Texas General Lines Agents License: Life, Accident, or Health

• FINRA Series 66 (or 63 and 65)

• Excellent written and verbal communication skills, as well as strong organization skills

• Proven ability to pursue and close sales

• Proficiency in Microsoft applications

Additional Preferred Skills:

• FINRA Series 7

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

• Medical, dental, vision, long-term disability, and life insurance

• 401(k) matching

• Generous holiday and paid time off schedule

• Tuition reimbursement

• Extensive health and wellness programs, including our Employee Assistance Program

• Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger.