Sell personal insurance products to warm leads through phone-based consultations. Assess customer needs, explain coverage options, provide quotes, handle objections, close sales, cross-sell additional coverage, and maintain accurate CRM records. The role includes daily activity goals, pipeline follow-up, five weeks of structured training, ongoing coaching, and full-time in-office work in Dallas, Texas.

As a Risk Management Advisor, you will build a book of business through networking, connect with clients, and provide tailored risk management advice. You will receive training and mentorship to enhance your skills while striving to meet monthly goals.

Build a book of insurance business by developing referral partnerships and advising clients on home, auto, and personal asset coverage. Complete structured training, use carrier quoting systems and CRM, sell policies, follow up for renewals, and work closely with mentors and sales leadership to grow pipeline and long-term renewal income.