Insurance coordinator Jobs in Plano, TX

Insurance Sales Consultant – Join Our Team!

If you are a motivated individual with a passion for building connections, We're looking for a Direct Sales Consultant to join our team and make an impact.

Your Role:

• Engage with Clients: Meet with business owners and managers to present our supplemental insurance products.

• Build Relationships: Develop lasting connections and trust with clients.

• Manage Your Schedule: Enjoy the flexibility to plan your own work while being part of a supportive team.

• Make a Difference: Help clients secure their financial future with our top-quality products.

What We Need:

• Drive and Enthusiasm: A strong desire to help others and make sales.

• Independent Worker: Ability to manage your own time effectively.

• Resilient and Positive: Skilled in handling objections and staying motivated.

• Full-Time Commitment: Ready to work 40 hours a week.

Overview of Duties and Responsibilities:

This is an outside sales position working in your own assigned sales territory. We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. You will work with business owners, benefits managers, and their employees individually at times; other times, you will give product presentations with employee groups as large as 50-100+ people. You will be expected to:

• Respond to general emails and phone calls from clients

• Set follow-up appointments with prospective and current clients to review their needs

• Be present on scheduled calls or meetings with your sales team or manager

• Call on new businesses, referrals, and existing clients who need to be re-serviced

• Build and maintain your own book of business

• Meet with sales team manager as needed to discuss and set your upcoming monthly and quarterly target sales goals and quotas

• Develop relationships with local business owners in your territory

• Set your own scheduled working hours and submit them to your sales manager each week

• Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm leads and appointments with existing clients

• Submit your sales metrics and activity daily

We Offer:

• Virtual classroom training as well as hands-on sales training in your own territory

• Weekly draw pay with bonuses and commission eligibility upon start

• Quarterly and annual incentive trips, cash bonuses, and stock share bonuses

• Advancement and promotions based on personal performance

• Excellent ongoing professional development, advanced sales training, and leadership training

• Increased schedule flexibility once you have an established book of business

• Work around other like-minded, driven, caring people in a culture that feels like a family

• Additional Position Qualifications:

• Already licensed in Health & Life general lines (or willing and able to obtain Health & Life producer license - licensing reimbursement offered)

• Bachelor's degree or a minimum of 4 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 4 years of professional work experience with relevant or specialized outside sales experience.

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If this sounds like you, we want to hear from you! Join us in making a difference while building a rewarding career. Apply today!

We do not use AI in our recruiting/interview process. Your resume will be reviewed and your interview will be conducted by one of our team members. Due to the nature of this position talking to others about insurance during difficult health topics we strongly believe this position cannot lean on AI but rather requires connecting with people.