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.
