Licensed Insurance Advisor - Sales RepresentativeThe Powell Agency • Plano, TX, US

Licensed Insurance Advisor - Sales Representative

The Powell Agency • Plano, TX, US

30+ days ago

Job type

Full-time

Job description

Job Description

Are you looking for a place to fulfill your full insurance advising potential?

The Powell Agency is seeking a driven and empathetic Licensed Insurance Advisor / Sales Representative who's passionate about educating clients and delivering tailored protection strategies. This is not a quote and hope sales role. You'll work with warm in-bound leads and referrals, walk prospects through personalized coverage options, and help them make confident decisions while earning well above industry average.

Candidate must have an active Texas General Lines Property & Casualty License to be on-boarded - Licensing Assistance Available

Who You Are

Youre a licensed professional with a teachers heart and a closers mindset

You know how to explain coverage in simple, empowering language

You thrive on solving problems, earning trust, and following up consistently

Youre ready to join a team that leads with values, not volume

Who we are

At The Powell Agency, were not just writing policieswere building lasting partnerships. As a veteran-owned, award-winning insurance practice based in North Texas, we specialize in consultative insurance solutions for individuals, families, and small businesses. Weve been named one of D Magazines Best Insurance Agents in Dallas (2024 & 2025), and rank in the top 10% of agencies nationwide.

Our approach is different : we lead with education, deliver a white-glove experience, and serve as our clients Partners in Protection from quote to claim. If you're a licensed insurance professional looking to grow in a high-integrity, high-performance environment, we want to meet you.

What We Offer

Competitive base + commission (average Advisor earns 60100K+)

Warm leads - no cold calling or door knocking

Ongoing training, mentorship, and licensing support

A "Work Hard, Play Hard" team environment

A mission-aligned culture built on trust, education, and advocacy

How to Apply

Think you'd make a great fit? We'd love to hear from you - submit your application and complete the brief assessment so we can best understand how to support your career!

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Responsibilities

Respond to inbound leads from marketing campaigns, referral partners, and cross-sell opportunities

Guide clients through a structured needs analysis using our consultative proposal process

Quote and present customized insurance solutions across multiple carriers

Communicate value, not just priceexplaining coverage details, tradeoffs, and claims-time performance

Utilize AgencyZoom CRM, Canopy Connect, and Loom for streamlined quoting and follow-up

Collaborate with our service team and AI assistant Gail for a seamless client journey

Maintain clean documentation, pipelines, and activity metrics

Requirements

Required :

Active Texas Property & Casualty Insurance License

1+ year of experience in personal lines or commercial insurance sales

Strong phone, email, and consultative presentation skills

CRM fluency (AgencyZoom, Salesforce, or similar)

Self-starter with excellent follow-through and emotional intelligence

Preferred :

Life & Health license or willingness to obtain

Familiarity with BCSM and FATE-based sales models

Experience with Loom, Canopy Connect, and quote-by-video presentations

Multi-line experience (auto, home, umbrella, life, business)

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Licensed Insurance Sales Representative • Plano, TX, US