Mortgage assistant Jobs in Frisco, TX

**Sales Representative - Industrial ServInsurance Agent – Mortgage Protection & Financial Services

Full-Time | Remote & Field Opportunities | Commission + Bonuses**

Help Families Protect What Matters Most

At SWAT Financial, our mission is to help individuals and families build stronger financial futures through education, protection, and personalized financial solutions.

We specialize in providing clients with products that create real security and peace of mind, including:

• Mortgage Protection Insurance

• Life Insurance

• Disability Insurance

• Financial Protection Solutions

We are looking for motivated, coachable, and growth-minded individuals to join our team as Insurance Agents.

Whether you are experienced in the industry or looking to build a long-term career in financial services, SWAT Financial provides the training, systems, and support needed to succeed.

Position Overview

As an Insurance Agent, you will work directly with individuals and families to help them protect their income, homes, and loved ones through customized insurance and financial protection solutions.

This is a relationship-driven sales role focused on educating clients, identifying needs, and helping them make informed financial decisions.

What You’ll Do

• Meet with clients virtually or in person to assess financial protection needs

• Present mortgage protection, life insurance, and disability insurance solutions

• Educate families on coverage options and long-term financial security

• Build and maintain strong client relationships

• Follow up with leads and maintain an active sales pipeline

• Guide clients through the application and policy process

• Participate in ongoing training, mentorship, and development programs

What We’re Looking For

• Strong communication and relationship-building skills

• Self-motivated and goal-oriented mindset

• Coachable with a willingness to learn

• Professional attitude and strong work ethic

• Ability to work independently while contributing to a team culture

Preferred Qualifications:

• Sales or customer service experience

• Insurance license (or willingness to obtain one)

• Background in mortgage, financial services, or client-facing roles

Compensation & Growth

• Competitive commission structure

• Performance bonuses and incentives

• Flexible work opportunities

• Ongoing mentorship and leadership development

• Career advancement opportunities into leadership and management roles

• Strong income potential with uncapped earnings

Why Join SWAT Financial?

• Opportunity to make a real impact in people’s lives

• Supportive and growth-focused culture

• Training systems designed to help agents succeed

• Work in a meaningful industry focused on protection and financial security

• Build long-term income and professional development opportunities

Ideal Candidate

You are someone who:

• Wants to help families create financial security

• Enjoys building relationships and solving problems

• Is motivated by personal growth and performance-based income

• Wants a career with long-term opportunity and purpose

Apply Today

If you’re ready to build a meaningful career helping families protect their future while growing professionally and financially, apply today to join SWAT Financial.

ices Industry

Job Summary

We are seeking a motivated and results-driven Sales Representative to join our growing Industrial Services team. The ideal candidate will be responsible for generating new business, maintaining strong client relationships, and driving revenue growth by promoting industrial service solutions to commercial and industrial clients.

This role is perfect for a sales professional who thrives in a fast-paced environment, enjoys building relationships, and has a strong ability to identify customer needs and deliver effective solutions. The successful candidate will play a key role in expanding market presence and supporting long-term business growth.

Key Responsibilities

• Identify and develop new business opportunities through prospecting, networking, referrals, and lead generation

• Build and maintain strong relationships with existing and prospective clients

• Present and promote industrial service solutions to customers in a professional and consultative manner

• Conduct client meetings, site visits, and sales presentations to understand customer needs

• Prepare and deliver quotes, proposals, and service agreements

• Negotiate pricing, terms, and contracts while maintaining profitability goals

• Achieve or exceed monthly, quarterly, and annual sales targets

• Maintain accurate records of sales activities, pipeline updates, and customer interactions using CRM software

• Collaborate with operations and customer service teams to ensure successful project execution and client satisfaction

• Stay informed about industry trends, competitor activities, and market conditions

• Follow company sales procedures, safety policies, and compliance standards

Qualifications

• Previous experience in sales, business development, account management, or industrial services preferred

• Strong communication, presentation, and negotiation skills

• Proven ability to build relationships and close sales opportunities

• Self-motivated, goal-oriented, and capable of working independently

• Excellent organizational and time management abilities

• Proficiency in Microsoft Office and CRM systems

• Ability to manage multiple accounts and priorities in a fast-paced environment

• Valid driver’s license and willingness to travel as needed

Preferred Skills

• B2B sales experience

• Industrial, construction, manufacturing, or service industry background

• Lead generation and pipeline management

• Consultative selling and problem-solving skills

• Customer relationship management

• Strong follow-up and closing abilities

What We Offer

• Competitive base salary plus commission and performance incentives

• Career growth and advancement opportunities

• Ongoing training and professional development

• Supportive and team-oriented work environment

• Health, dental, and vision benefits (if applicable)

• Paid time off and company holidays

• Company vehicle or travel allowance (if applicable)

Why Join Us?

We are committed to delivering high-quality industrial solutions while building strong partnerships with our clients. Our team values professionalism, integrity, innovation, and performance. If you are passionate about sales and want to grow your career in the Industrial Services industry, we encourage you to apply.

Apply Today

Take the next step in your sales career and become part of a growing organization that values talent, hard work, and long-term success.