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Licensed Insurance Advisor - Sales Representative

Licensed Insurance Advisor - Sales Representative

The Powell AgencyPlano, TX, US
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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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