Financial Services Agent Role

7 days ago


Houston, Texas, United States Smart Financial Full time
About the Role

We are seeking a skilled Financial Services Agent to join our team at Smart Financial Credit Union. This role requires a strong understanding of financial services and exceptional customer service skills.

The ideal candidate will have a minimum of one year up to three years of similar or related experience, including preparatory experience, and a high school degree or equivalent Texas General lines P&C license.

Key Responsibilities
  • Meet/exceed production standards by selling customized insurance products to existing members, company leads, referrals, and incoming inquiries / requests for quotes.
  • Renew and re-market accounts as needed in conjunction with agency standards.
  • Ensure compliance with all credit union and insurance agency policies and procedures as well as applicable state and federal rules and regulations.

The estimated salary for this position is $55,000 - 70,000 per annum.

Benefits

Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits, including a tuition reimbursement program.



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