Insurance Sales Consultant

7 days ago


Austin, Texas, United States Frost Bank Full time

Frost Bank, a leading financial institution in Texas, is seeking an experienced Insurance Sales Consultant to join our team. In this role, you will play a crucial part in helping individuals and businesses secure their financial futures by promoting life insurance products.

Company Overview

Frost Bank has been dedicated to providing exceptional banking, investment, and insurance services since 1868. With over 150 years of experience, we have established ourselves as one of the 50 largest U.S. banks by asset size. Our commitment to customer satisfaction has earned us a reputation as a leader in the industry.

We are looking for a skilled Insurance Sales Consultant who can leverage their expertise to drive sales growth and expand our presence in the Texas market. If you have a passion for sales, a strong understanding of insurance products, and excellent communication skills, we encourage you to apply.

Salary & Benefits

The estimated annual salary for this position is $80,000 - $120,000, depending on experience. Additionally, you can expect a comprehensive benefits package, including medical, dental, vision, long-term disability, and life insurance, 401(k) matching, generous holiday and paid time off schedule, tuition reimbursement, and extensive health and wellness programs.

Job Description

As an Insurance Sales Consultant at Frost Bank, your primary responsibility will be to identify potential new business opportunities among current clients and target groups, with a focus on promoting life insurance. You will screen leads, conduct client and prospect meetings, and use your advanced communication skills to stay up-to-date on the latest trends and products to best serve our customers and meet sales goals.

Key Responsibilities:
  • Achieve objectives established in the annual producer-life insurance sales plan
  • Identify potential new business opportunities among current clients and specific target groups, with a focus on promoting life insurance
  • Contact prospects for the purpose of providing life insurance quotes and arranging sales appointments
  • Assess prospects' needs and financial situations to recommend life insurance coverage and solutions
  • Develop and deliver formal proposals of insurance, including details of coverages, limits, deductibles, and other pertinent information
  • Collaborate with agency colleagues to finalize company submissions and identify potential markets for life insurance coverage
  • Conduct client and prospect appointments to discuss life insurance proposals, renewals, and explanations of coverage details
  • Take an active role in addressing claims or service issues, participating in their resolution as needed to ensure client satisfaction with their life insurance coverage
  • Maintain production reports and attend all sales meetings as required to stay up-to-date with life insurance sales targets and strategies
  • Promote the growth of the agency and insurance sector within the community, emphasizing the significance of life insurance
  • Stay current with industry advancements by reviewing trade publications and participating in insurance carrier training sessions focused on new life insurance products and developments
Required Skills and Qualifications

To be successful in this role, you will need:

  • 2+ years' experience in advanced life sales
  • Texas General Lines Agents License: Life, Accident, or Health
  • FINRA Series 66 (or 63 and 65)
  • Excellent written and verbal communication skills, as well as strong organization skills
  • Proven ability to pursue and close sales
  • Proficiency in Microsoft applications
Additional Preferred Skills

We also prefer candidates with FINRA Series 7 certification.



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