Producer - Life Advisor - Frost Insurance Agency

Posted 5 Days Ago
Be an Early Applicant
Austin, TX
Junior
Utilities
The Role
As a Producer – Life Advisor, you will conduct client meetings, identify new business opportunities, and provide life insurance quotes. You will develop formal proposals, collaborate with colleagues on insurance submissions, maintain production reports and promote life insurance in the community, all while ensuring customer satisfaction.
Summary Generated by Built In

Job Description

It’s about giving people a sense of security.

Do you like helping others understand the tools of today? A passionate salesperson with an affinity for helping others and building relationships? Do you have a background in insurance sales and the ability to drive new business? If so, the Producer – Life Advisor role might be for you!

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

Who you are:

As a Producer – Life Advisor, you’ll screen leads and conduct client and prospect meetings to determine if Frost Insurance is the right fit for their needs. This is a sales-oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through Frost Insurance Agency. You’ll use your skills, outgoing personality, and competitive nature to stay up to date on the latest trends and products to best serve our customers and meet goals.

What you’ll do:

  • 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 meeting as required to stay up to date with life insurance sales targets and strategies
  • Promote the growth of 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
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll 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:

  • FINRA Series 7

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:  

  • Medical, dental, vision, long-term disability, and life insurance
  • 401(k) matching
  • Generous holiday and paid time off schedule
  • Tuition reimbursement
  • Extensive health and wellness programs, including our Employee Assistance Program
  • Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.

The Company
Detroit, , MI
535 Employees
On-site Workplace
Year Founded: 2016

What We Do

The Great Lakes Water Authority (GLWA) is a regional water and sewer authority that services nearly 40 percent of the water customers in Michigan

On June 12, 2015, history was made as the Great Lakes Water Authority and the City of Detroit entered into 40-year leases providing for GLWA’s operation of the regional water and sewer system. On January 1, 2016, GLWA began regional operations. GLWA is an important example of regional collaboration in southeast Michigan, with the City of Detroit, the counties of Wayne, Oakland, and Macomb, and the State of Michigan officially uniting to ensure that both city and suburban water and sewer customers have a powerful voice in the management and direction of one of largest water and wastewater utilities in the United States.

With the stand-up of the new authority, GLWA assumed operational, infrastructure improvements, environmental compliance and budget-setting responsibilities for the regional water and sewage treatment plants, major water transmission mains and sewage interceptors, and related facilities. These facilities are leased from the City of Detroit for an allocation of $50 million per year to fund capital improvements for the City of Detroit retail system and/or Detroit’s share of capital improvements to the regional system.

Currently GLWA provides wholesale water and waste water services to 126 municipalities in seven Southeastern Michigan counties, which is equivalent to approximately 3.9 million customers.

In keeping with the spirit of collaboration from which GLWA was created, the authority is governed by a Board of Directors that includes one representative each from Oakland, Macomb and Wayne counties as well as two representatives from the City of Detroit, and one appointed by the Governor of the State of Michigan to represent customer communities outside the tri-county area

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